REI Reply requires access to its Zapier app through an invite link.

Open the invite link provided in the REsimpli documentation or Help Center.

Then click:

This will add the REI Reply app into your Zapier account.

Inside Zapier, click:

Search for:

Select the latest available version.

Under Trigger Event, choose:

This means the Zap will trigger whenever a lead moves into a selected pipeline stage.

Click:

Zapier will ask for your REI Reply API Key.

Inside REI Reply:

Once connected:

Now choose which REI Reply pipeline should integrate with REsimpli.

Inside REI Reply → Opportunities:

Select the pipeline you want to monitor.

Choose the specific stage that will trigger the lead push into REsimpli.

Create a dedicated stage called:

Then select that stage as the trigger.

This gives you full manual control over which leads get pushed.

Click:

Before testing:

Back in Zapier:
Click:

Zapier should now pull the lead information from REI Reply.

REI Reply does not automatically send conversation history or notes into Zapier.

Inside REI Reply:

That custom field can then be mapped into REsimpli notes.

Search for:

Select it as the Action App.

Choose:

Then click:

Zapier will ask for your REsimpli API Token.

Inside REsimpli:

Map the lead information from REI Reply into REsimpli fields.

You can also configure:

Click:

Zapier will create a test lead inside REsimpli.

Verify:

Once successful: