REI/kit Software for House Flipping, Real Estate Wholesaling, & Real Estate Investing
  • Real Estate Wholesaling Software
  • House Flipping Software
  • Free ARV Calculator
  • News
  • free trial
Popular Search websitewebadd leads to awebsitdom

Lead Lists

  • Guide: How to Use the Lead Lists Tool

CRM

  • CRM Navigation Overview
  • Importing Contacts Into the CRM
  • How to Export Contacts to CSV
  • How to Skip Trace Real Estate Leads in the CRM
  • How to Add CRM Contacts to a Campaign Sequence

Direct Mail

  • Direct Mail Overview

Marketing Campaigns

  • Start Here: Marketing Automation Campaigns Overview and Setup Guide
  • Tutorial: How to Set Up, Send, and Manage an Absentee Owner Email Campaign
  • How to Add Campaign Sequence Items
  • Guide to Marketing Automation Campaign Templates
  • Best Practices For Improving Email Deliverability
  • Best Practices for Text Message Campaign Deliverability
  • Dynamic Content Variable List

Ringless Voicemail (RVM)

  • What is Ringless Voicemail?
  • How to Record and Upload a Ringless Voicemail Recording

Integrations

  • BatchLeads to REI/kit CRM Integration (New Property Added)
  • Mojo Dialer to REI/kit CRM Integration
  • REI/kit CRM to Mojo Dialer Integration
  • Facebook Lead Ads to REI/kit CRM Zapier Integration
  • Google Forms to REI/kit CRM Zapier Integration
  • Home
  • Support
  • Integrations
  • Google Forms to REI/kit CRM Zapier Integration

Google Forms to REI/kit CRM Zapier Integration

Table of Contents
  • Use Cases
  • Prerequisites
    • REI/kit CRM Enabled Premium Account
    • Generate REI/kit Zapier API Key
    • Zapier Account
    • Google Account
  • Step 1: Create Google Form
    • Create Form
    • Test Form Responses
  • Step 2: Create a Zap in Zapier
    • Accept the REI/kit Zapier Integration Invite
    • Create Zap
    • Configure the Trigger
      • Choose Event
      • Choose Account
      • Set Up Trigger
      • Test Trigger
    • Configure an Action
      • Choose App Event
      • Choose Account
      • Set Up Action
        • Tips
      • Test Action

This integration guide shows you how to use a Google form, and connect the form fields in Zapier so as to be able to create contact records inside the REI/kit CRM.

 

Use Cases #

You could use such an integration for a number of use cases.

If you have an offshore team of cold callers, you can have them collect information into this form without giving them access to your CRM.

If you had an army of bird dogs out there looking for properties for you, you could give them access to such a form to collect information on the properties without giving them full access to your CRM.

Another use case is if you wanted to use such a form as an intake form for interested homeowners who want to sell their houses.  You could post a link to such a form on your own REI/kit Lead Generating Website.

 

Prerequisites #

REI/kit CRM Enabled Premium Account #

REI/kit is a real estate wholesaling software that includes a CRM for managing contacts, and outbound marketing campaigns.

You can learn more about the REI/kit CRM here.

 

Generate REI/kit Zapier API Key #

Once you have your REI/kit account, you need to generate a Zapier API key in your settings.  You can do so in your REI/kit profile settings. 

 

Zapier Account #

Zapier is software that helps different software applications talk to each other.  You can get a Zapier account here.

 

Google Account #

You will need a free Google account in order to be able to create Google forms.  If you do not yet have a Google account, you can create one here.

 

Let’s get started.

 

Step 1: Create Google Form #

Create Form #

The first step is to create the Google form that you will use to collect contact information that will be imported into the CRM.

You can use the following example form as a template to copy, and choose the fields that you want to collect, depending on your own data collection use case.

https://forms.gle/LRLFMqxa4JTcUboj7

 

Example Google Form

 

This example form contains all of the fields that you can map to in the REI/kit CRM, and as you build your own form, you can pick and choose which fields that you want to collect information for.

 

Test Form Responses #

Once you have created your form, test it by sending some test responses into it.

Make your test responses as complete as possible, at least in terms of the basic details of the contact, email, phone number, and even some property details.  You will use this test data later in the set up of the integration.

 

Step 2: Create a Zap in Zapier #

Accept the REI/kit Zapier Integration Invite #

If you have not previously accepted the invitation to use our Zapier Integration, you can do so here:

https://zapier.com/developer/public-invite/175636/760a9fece5a8b39c492f377c72d8659c/

 

REIkit Zapier Integration Invite

 

Once you have accepted the invitation, you can then begin creating your Zap.

 

Create Zap #

From the main Zaps section, click on the “+ Create Zap” button to begin.

 

My Zaps Empty

Configure the Trigger #

The first step in creating a Zap requires you to configure a Trigger.

A Trigger is an event that starts the Zap.  In this instance, the Trigger will be when someone enters a response to your Google form.

Type in “Google” into the Trigger search box, and select “Google Forms” when the search result comes back.

 

Configure Trigger Search

Choose Event #

Click into the “Choose an Event” field, and select “New or Updated Form Response”.

 

Then click the “Continue” button.

 

Choose Account #

In the “Choose Account” section you will need to log into the Google account in which you have created your Google Forms.  If you have multiple Google accounts, make sure that you sign into the one that created the Google Form.

Click on the “Sign in” button to begin connecting the account.

Doing so will pop up the Google Sign in dialog box.

 

Configure Trigger Google Sign in

 

In this form you will enter the Google email address, and later password for the Google account associated with your Google Form.

Make sure that you “Allow” Zapier to have access to your Google Account.

 

Configure Trigger Google Authorization

 

If all goes well, then the Google Forms account associated with your Google email account will show up in the field, and you can click the “Continue” button to set up the trigger.

 

Configure Trigger Google Form Selected

Set Up Trigger #

Click into the field labeled “Form” to select the Google Form that you previously created.  In our example, when we created the form in Google we named it CRM Contact Form, but you will be prompted to select the form name that you named your form.

 

Configure Trigger Select Google Form

 

Leave the “Trigger Question” field blank, so that the Trigger will fire whenever any field from your form is updated.

 

Configure Trigger Select Google Form Continue

Click the “Continue” button.

This will move you to the next section which is to Test your trigger.

 

Test Trigger #

In this step you will test that your form sends data to Zapier.

Configure Trigger Test

When you click the “Test trigger” button, Zapier will look into your Google Form, and will try to pull out a previous response.  If you have not sent any test data into your google form, then it will not find any data here, so you should go back and add some responses into your Google Form.

If you have some test responses, then Zapier will show something as follows containing a previous response:

 

Configure Trigger Test Response

 

Click the “Continue” button to continue with the next step, configuring a Zapier Action.

 

Configure an Action #

An action is what you tell Zapier to perform after it has been triggered.  In the case of this Zap, the action will be to send the Google Form response into the REI/kit CRM.

In the Action Search box enter REIkit to find the REI/kit Zapier Integration app (it may be labeled “By Invite”). If you don’t see it when you search for it, make sure to go back and Accept the REI/kit Zapier Integration invite.

Select the “REI/kit Zapier Integration” app that comes back.  If multiple versions come back, it is a safe bet to select the highest version available.

 

Configure Action Search Reikit

 

Choose App Event #

Click into the “Event” search box, and choose the “Import Contact” event listed.

 

Configure Action Choose Event

 

Then click the “Continue” button to go to the next step.

 

Choose Account #

In this step you will sign into your REI/kit account, using your REI/kit Zapier API key.  You can find this key in your REI/kit Profile Settings.

 

Reikit Zapier Api Key

 

If you have not yet created one, click the “GENERATE NEW KEY” button, to create one.

If you have already created one, do not click the “GENERATE NEW KEY” button as it will invalidate any of your previous Zapier connections.

Once you have created your key, you can then copy it from REI/kit, and paste it into the Zapier authentication window.

 

Configure Action Api key

 

Click “Yes, Continue” on the authentication window to save your API key in Zapier.

 

Configure Action Choose Account Continue

Then click the blue “Continue” button to begin setting up your action step.

 

Set Up Action #

This is where you will do the most important work, mapping your Google Form fields to the REI/kit CRM fields.

 

Configure Action Mapping

 

You do so by clicking into each field, then searching for the name of the corresponding Google Form field in the “Search all available fields” search box.

 

Tips #

One common mistake is to try to perform a search in the “Enter text or insert data” field identifying the CRM field, instead of clicking into the “Search all available fields” search box before starting the search.

 

Configure Action Mapping Tips

 

There are quite a few fields to map here, so take your time.

The last field called “Slug” is the record identifier in the REI/kit database.  If you do not know it, (and in most cases you won’t) then leave it blank.

Once you have finished mapping your fields, click on the blue “Continue” button to test your action.

 

Configure Action Mapping Complete

If you have not mapped all of the fields you will get a summary screen that shows you the fields that you have mapped, and the fields that you haven’t.  (You don’t have to map every field)

 

Test Action #

If you are satisfied with your mapping, you can click on the “Test action” button to test your action.

 

Configure Action Mapping Preview

 

Clicking on the “Test action” button will send the test Google form response to REI/kit using the mapping that you just configured.

 

Configure Action Mapping Test

 

You can then check for your contact in your REI/kit CRM 

 

Configure Action Reikit Test

 

If you are happy with the results, you can then click the “Publish Zap” button in the Zapier interface, to complete the Zap.

 

 

If you have real Google Form responses that you would like to transfer into the REI/kit CRM at this time, then you can click the “Transfer existing data” button.  

In most cases you will not have existing data to transfer, and you can just click the “Go to My Zaps” button.

 

Publish Zap Transfer

 

Now you have an Untitled Zap representing your Google forms to REI/kit integration.

You should rename this Zap to something meaningful such as “Google Form to REI/kit CRM Contact”.

 

Rename Zap

 

This completes your Zap setup.  Any new Google Form responses should now flow into the REI/kit CRM.

What did you think of this support guide?
Share This Article :
  • Facebook
  • Twitter
  • LinkedIn
  • Pinterest
Facebook Lead Ads to REI/kit CRM Zapier Integration

Powered by BetterDocs

Table of Contents
  • Use Cases
  • Prerequisites
    • REI/kit CRM Enabled Premium Account
    • Generate REI/kit Zapier API Key
    • Zapier Account
    • Google Account
  • Step 1: Create Google Form
    • Create Form
    • Test Form Responses
  • Step 2: Create a Zap in Zapier
    • Accept the REI/kit Zapier Integration Invite
    • Create Zap
    • Configure the Trigger
      • Choose Event
      • Choose Account
      • Set Up Trigger
      • Test Trigger
    • Configure an Action
      • Choose App Event
      • Choose Account
      • Set Up Action
        • Tips
      • Test Action

Main Menu

Home
Plans & Pricing
Blog
Log In

Legal

Terms of Service
Privacy Policy
Join Our Generous Affiliate Program

Free Tools

Free ARV Calculator
Free 70 Percent Rule Calculator

Guides

The Ultimate Guide to Wholesaling Houses
The Ultimate Guide: How to Flip a House
Real Estate Investor CRM Software Guide: How to Choose the Best One
How to Choose the Best Software for Real Estate Wholesaling and House Flipping
List Stacking 101: How to Find the Most Highly Motivated Seller Leads
5X Your Deals: Omnichannel Marketing Secrets For Real Estate Wholesalers

News

[Press Release] REI/kit Releases SmartText AI Technology Powered by ChatGPT
Announcement: Zapier Integration Beta Program Opening
Direct Mail Postcards are Now Launched in REI/kit
[LAUNCHED] Virtual Phone Numbers and Call Capture
[Product Update] Motivated Seller Lead Lists Tool Launched!
[Software Update] Put your lead follow up on auto-pilot with Email Marketing Automation
[Software Update] Even more accurate comps with NEW extended comps data
More News ...

PREMIUM PRODUCTS

Real Estate Wholesaling Software

A complete all-in-one lead generation and outbound marketing system with bundled Leads, Websites, CRM, and House Flipping Software. 

Wholesaling Software Features

Motivated Seller Lead Lists Stack 85 motivation criteria
Real Estate Investor Websites Generate leads while you sleep
All-In-One CRM for Wholesale Real Estate Automation to generate off-market leads
Automated A2P 10 DLC Compliance System A complet compliance solution for automated capture of SMS consent
Integrated with House Flipping Software For a complete deal analysis & marketing workflow
Select Plan & Start Trial

CRM for Wholesale Real Estate

An AI Enabled Omni-Channel CRM with 5 different communication channels for automated lead generation & follow up.

CRM for Real Estate Wholesaling

Wholesaling CRM Features

Omni-Channel Marketing Automation Automate your outbound marketing
SMS Text Messaging, with SmartText AI Powered by ChatGPT, 90%+ open rates
Email Marketing, with SmartText AI Powered by ChatGPT, Lowest cost outbound marketing channel
Direct Mail Postcards As easy as sending an email
Ringless Voicemail Amplify your cold calling 1000X
Webphone Dialer For your offshore cold calling team
Virtual Phone Numbers Create hyper local campaigns
Contact List Skip Tracing Get emails and phone numbers

House Flipping Software

Professional analysis software for data driven decision support and deal marketing for real estate wholesale, flip, and buy and hold deals.

ARV Estimate

House Flipping Software Features

Premium Comps & ARV Accurate comps and After Repair Value
Nationwide Construction Costs Estimate construction costs without a contractor
Multiple Exit Strategies Analysis for House Flipping, Wholesaling, Buy and Hold
Professional Deal Pitch Reports Beautiful reports for buyers for resale, or lenders for funding
See Pricing & Start Trial