Zapier Integration

There are two ways to trigger the automation to Zapier, manually by the properties, and by the deals board.

Setting up the Integration of Pebble to Zapier. 

  1. Login to your Pebble and Zapier account.
  2. Inside Pebble, go to Settings on the left sidebar menu.
  3. Select Integration in the upper-right-hand corner. The Integrations list will display.
  4. Select Zapier and click Connect. An invitation notice from Zapier will pop up.
  5. Click the Accept Invite and Build a Zap button. The Zapier app will open. Note: Make sure you are logged in to your Zapier account when you perform this task.

Creating a Zapier Integration in the Deals section.

  1. Go to Zapier; click the Create A Zap button. The Trigger window will open.
  2. Fill out the Trigger section. (A trigger is an event that starts your Zap).
    1. Select the app to trigger. Type Pebble in the search bar - and select REI Pebble from the display.
    2. Select the event from the dropdown menu. For example, Send Seller.
    3. Choose an account. Note: Make sure you are logged in to your Pebble account. Hit Continue.
    4. Fill out the Integration Name field of your preference. For example, Send contact to MailChimp.
    5. Test the trigger by clicking the Test trigger button. Zapier will pull up the information from Pebble. Note: Zap creation is successful if the system finds a result. In able to test the integration, make sure that the data to integrate are available.
    6. Choose from the results by clicking the dropdown arrow.
    7. Look at the result of the test trigger, ideally, it should contain important data, such as email, name, etc. Click Continue.
  3. Fill out the Action section. (An Action is an event a Zap performs after it starts).
    1. Select an app to send the data. For example, Mailchimp. Make sure that you are logged in to the app.
    2. Choose an event by clicking the dropdown arrow. For example, Add/ Update Subscriber. Hit Continue.
    3. Choose an account from the app. Click Continue.
    4. Set up the action. Map the information by clicking the dropdown arrow. Note: Make sure to map the information in the required fields.
      • Audience (required)
      • Subscriber Email (required).
  4. Scroll down and hit Continue.

  5. Click Test Action. As a test result, it should send an email to the selected app (for this example, Mailchimp).
  6. Click Publish Zap. Confirm the selection by clicking Publish & Turn On. Wait for Zapier to publish the zap. A notice will pop up saying the Zap is on.

Viewing the integration made inside Pebble 

  1. Go to Settings on the left side panel.
  2. Click the Integrations button in the upper-right-hand corner.
  3. Click the Edit button to edit the integration, or the Delete button to delete the integration.

Setting up the automation on the Deals page inside Pebble.

  1. Go to Deals → Seller Deals (or go to the preferred Deals board) on the left sidebar menu.
  2. Select the stage to apply the automation, for example, Second Stage. 
    1. Click the ellipsis (three dots) in the upper-right corner of the card.
    2. Select Automation.
    3. Click the +Add Automation button.
    4. Click the dropdown menu, and select Send to Integration. The integration will auto-populate in the Integration field. Click Save. The added automation will display in the Stage Automations section.

Creating a Zapier Integration in the Properties section

  1. Go to Zapier; click Zaps in the left side panel. Click Create → New Zap in the upper right corner. The Trigger window will open.

  2. Fill out the Trigger section. (A trigger is an event that starts your Zap).
    1. Select the app to trigger. Type Pebble in the search bar - and select REI Pebble from the display.
    2. Select the event from the dropdown menu. For example, Send Property. Hit Continue. 
    3. Choose an account. Make sure you are logged in to your Pebble account. Hit Continue.
    4. Fill out the Integration Name field of your preference. For example, GPS to Gmail photographer. Hit Continue.
    5. Test the trigger by clicking the Test trigger button. Zapier will pull up the information from property records. Note: The test trigger is successful if the system finds a result.
    6. Choose from the test trigger results by clicking the dropdown arrow. Hit Continue.
    7. Look at the result of the test trigger, ideally, it should contain important data, such as email, name, etc. Click Continue.
  3. Fill out the Action section. (An Action is an event a Zap performs after it starts).
    1. Select an app to send the data. For example, Email by Zapier (or select from the list of apps). Make sure that you are logged in to the app.
    2. Choose an event by clicking the dropdown arrow. For example, Send an outbound email. Hit Continue.
    3. Fill out the Set up action fields. Map the information by going to the Insert Data section.
      • To
      • Subject. Note: The system can pull out data from the properties section
      • Body. Note: The system can pull out data from the properties section. 
  4. Click Continue.
  5. Click Test Action. As a test result, it should send an email to the selected app (for this example, Email by Zapier).
  6. Check the actual result by going to the integrated app (for this example, through Gmail - Email by Zapier). 

  7. Click Publish Zap. Confirm the selection by clicking Publish & Turn On. Wait for Zapier to publish the zap. A notice will pop up saying the Zap is on.

Applying the integration on the Properties page inside Pebble

  1. Go to the Properties on the left sidebar menu.
  2. On the right side panel, click the property you want to apply the automation. The details of the property will pop up.
  3. Scroll down to the Integrations section. Hit Send. An email should be received as a result of the integration.