How to Pass REI Software Form Fills into for Outbound Calls

Tom Armitage Updated by Tom Armitage

Our Zapier integration helps business owners save time by automating processes that are typically done manually.

This guide will walk you through connecting REI Software and via Zapier.

In doing so, website leads who complete a form from REI Software will receive a call back through

Using this guide, learn how to:


To use a Zapier integration to connect REI Software and, you will need:

  • A premium Zapier account
  • A account
  • Your API key
  • An REI Software account

Request an Outbound Call to a Lead from REI Software Forms using

  1. Sign up for a premium Zapier account. If you already have one, log in.
  2. Click "Create Zap" in the upper left corner.
  3. Name your Zap. Here's an example: "Connect REI Software to"
  4. In the App event search bar, type in "Webhooks." Click on the option that appears labeled "Webhooks by Zapier."
  5. For the trigger event, choose "Catch Hook."
  6. Leave blank the field titled "Pick off a Child Key." Just click continue.
  7. Your webhook URL will be produced. Copy that webhook URL.
  8. Toggle to a new window.
  9. Sign into your REI Software. Then click the "Automation" tab in the left-hand column.
  10. On the right-hand side, click the button that says "Create workflow."
  11. Select the workflow type called "Start from scratch."
  12. Then click the green "Create new workflow" button to proceed.
  13. Click on the pencil icon and name your workflow. An example could be "Frontpage Form Webhook To "
  14. Click "Add New Workflow Trigger."
  15. Search "form" in the search bar and click on the "Form Submitted" option.
  16. Name your workflow trigger. It can be the name of the form.
  17. Then add a filter for "Form is" and select the form that you are connecting to It is recommended that you create and use a new/unique form specifically for this connection.
  18. Click on the + button to add an Action.
  19. In the search bar, type "webhook" and click on the Webhook option that appears.
  20. Under Webhook, make sure the method is "Post" and then paste your webhook URL from Zapier in Step 7 into the URL field. Then click the green button titled "Save action."
  21. In the upper right corner, click "Publish" to turn the workflow on. Then select "Save" to save the workflow.
  22. Toggle to a new window. Find the form on your website that you are using for this connection and submit a test.
  23. Toggle to your original window that has Zapier open.
  24. Below your webhook URL, click on the button that says "Test trigger"
  25. Verify the information has come through successfully from your test form fill. Then click "Continue."
  26. Next, click on your Action.
  27. In the App event search bar, type in "" Click the option with the orange logo.
  28. For the trigger Event, click "Call Someone (Virtual Receptionist)."
  29. Connect your Zapier account to your account. You'll need to add your API key when prompted. You can get your API key in your Call Dashboard under Integrations. Further instructions on how to connect to Zapier can be found here.
  30. Select "Yes, Continue" after inserting your API Key.
  31. Select your account from the dropdown and hit Continue again.
  32. Under Set up action, map your fields by pairing data with what is being sent from your REI Software form. This could include first name, last name, phone number, etc.
  33. In the "What should we do?" required field, include instructions for the receptionists who will be making the call. Here's an example: "Gather their email and mailing address so we can send marketing information."
  34. In the "What if they don't answer" field, include instructions for the receptionists for if the customer doesn't pick up the phone.
  35. Complete the final required field "When would you like us to call back?" This can be based on your default settings, or you can choose the option for 24/7 (i.e. whatever time the form submission comes through).
  36. Once you finish mapping your fields, select "Continue."
  37. In the "Test action" section, select "Skip test."
  38. Once you have confirmed all of the Zap details, publish your Zap to turn it on.

All leads who complete form fills through REI Software will now be called back by Virtual Receptionists and logged in your account.

If it's your first time building a Zap, review the basics of creating Zaps to get started. You're not limited to a single action. Try using filters, formatting, and other advanced Zapier actions.

Additional Resources:

Connecting to Zapier

Connecting and Webhooks

Questions? Contact us!

If you're already a client and need help, please email us at or call us at (650) 727-6484 for assistance.

If you're not yet a client, please schedule a free consultation to get started with our virtual receptionist services or email us at We'll help you select the best plan to match your business’s growth goals and budget.

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