REsimpli Zapier App Quick Demo

UPDATED November 6, 2024 | 2 MIN READ

Written by

Sharad Mehta

REsimpli Zapier Integration

REsimpli Zapier Integration

Connect an app to REsimpli.

To connect Gmail to REsimpli, type in Gmail (Connect this app) followed by REsimpli (with this one… ) – select REsimpli 2.0

create your own workflow page with fields to connect gmail to resimpli

Provide the details with New Email (from Gmail) on the When this happens section and with Create Lead (from REsimpli 2.0) on then do this! section. Click Try it.

Create your own workflow page with action settings for new email from gmail to create lead with resimpli

The window for “Trigger” will open. Select Gmail account. Click Continue.

trigger page showing new email in gmail as step 1

The window for “Action” will open. Select REsimpli Account.

action step 2 create lead in resimpli with red circle around choose account

a. In case there is no linked REsimpli account yet, click Create New Account. Zapier will ask to verify the REsimpli account. Type in API Key.

allow zapier to access your resimpli 2.0 account, red circle aroud API key

b. To get the API Key, go to REsimpli.com and sign in. Click API Token on the right sidebar menu. Click Generate API Token. Click Copy to Clipboard to get the API key.