Zapier Integration

Overview: This article outlines the steps to automate the process of managing contacts, properties, and deals within Pebble by using Zaps. The Zaps will trigger actions based on events such as new Google Form submissions, Docusign document signings, and updates from external systems. These automations help reduce manual data entry and improve workflow efficiency.

In this article:

Setting up the Integration of Pebble to Zapier
Creating a Zapier Integration

Setting up the Integration of Pebble to Zapier

Login to your Pebble and Zapier account.
Inside Pebble, go to Settings on the left sidebar menu.
Select Integration in the upper-right-hand corner. The Integrations list will display.
Select Zapier and click Connect. An invitation notice from Zapier will pop up.

Setting up the intergration of Pebble to Zapier

Creating a Zapier Integration

1. Scenario: Find (and Update) Contact (+ Create if No Match is Found)

Objective:

Automatically find and update an existing contact or create a new one if no match is found.

Triggers:

New Google Form Submission
New Contact Created in Pebble
New Call Logged
New Marketing Campaign Response
New Docusign Document Signed

Zapier Actions:

If a match is found, update the contact with our action Update a Contact
If no contact is found, create a contact with our action Create a Contact
Optional Extension: Query for an existing property (mapped by campaign code) and add it to the deal

Outcome:

Existing Contact: Updated with additional info (e.g., phone/email)
New Contact: Created with form response data

2. Scenario: Find and Update Property (+ Create if No Match is Found)

Objective:

Automatically find and update an existing property or create a new one based on incoming data.

Triggers:

New Google Form Submission
New Property Added in Pebble
Property Updated in Pebble
New Cold Call Logged

Zapier Actions:

If a match is found, update the property with our action Update a Property
If no match is found, create a property with our action Create a Property

Outcome:

Existing Property: Updated property details (e.g., access notes, custom fields)
New Property: Created with submission details

3. Scenario: Find (and Update) Deal (+ Create if No Match is Found)

Objective:

Automatically find and update an existing deal or create a new one based on external data.

Triggers:

New Google Form Submission
New Deal Created in Pebble
Deal Updated in Pebble
New Docusign Document Signed
New Campaign Response Received

Zapier Actions:

If a match is found, update the deal with our action Update a Deal
If no match is found, create a deal with our action Create a Deal

Outcome:

Existing Deal: Updated with new deal details
New Deal: Created with provided data

4. Scenario: Send Contact Information to a Third-Party Platform

Objective:

Send contact details (name, phone, email) to a third-party platform for marketing or communication purposes.

Triggers:

New Contact Created in Pebble
Contact Updated in Pebble
New Deal Created in Pebble (optional)

Zapier Actions:

Send contact info (name, address, phone, email) to the selected platform using a Webhooks or Send Data action

Outcome:

Contact data is shared with your marketing platform, CRM, or other third-party tools

5. Scenario: Query for Existing Property

Objective:

Automatically check for an existing property record based on external input (e.g., form submission, campaign data)

Triggers:

New Google Form Submission
New Deal Created in Pebble
New Cold Call Logged
New Campaign Response Received

Zapier Actions:

Search for an existing property using the Search a Property action with campaign code or APN

Outcome:

Match found: Returns the parcel_id
No match: Returns a None value

6. Scenario: Contact Consolidation

Objective:

Prevent or clean up duplicate contacts by checking for existing records based on name, address, or campaign code.

Triggers:

New Contact Created in Pebble
Contact Updated in Pebble
New Google Form Submission

Zapier Actions:

If a match is found, update the contact using Update a Contact
If no match is found, create a new contact using Create a Contact

Outcome:

Existing Contact: Updated with additional details
New Contact: Created without duplication