If you’re looking for a seamless way to connect REI Software with a modern AI answering service, you’re in the right place. By integrating REI Software (specifically REI Pebble) with Upfirst using Zapier, real estate investors and property managers can cut down on manual data entry, respond to leads faster, and deliver a better customer experience—without the tech headaches. Below, we’ll outline exactly what you can automate, which actions are available, and how to get started with the REI Software answering service integration.
What is REI Software?
REI Software, often used by real estate investors and professionals, is a platform designed to help you manage property deals, contacts, and transaction workflows in one place. REI Pebble, a popular product within the REI Software family, lets you organize your leads, properties, deals, and notes so you can focus on closing more deals and less on paperwork. It’s built for small business owners who want to streamline their real estate operations without hiring a full back office.
What can you do with REI Software and Upfirst’s AI answering service?
Integrating REI Software with Upfirst’s AI-powered virtual receptionist unlocks powerful automation for real estate and property management businesses. Here are a few practical ways you can use the REI Software answering service integration:
1. Instantly add new contacts from every call
How it works:
When a potential seller or buyer calls your Upfirst number, the AI receptionist collects their name, phone number, email, and any other details you specify. As soon as the call ends, Zapier automatically creates a new contact in REI Pebble with all the information captured.
Why it’s useful:
No more copying notes or hunting for sticky notes after a busy day. Every caller’s info is logged, organized, and ready for follow-up, helping you respond faster and never miss a lead.
2. Automatically create deals when a qualified lead calls
How it works:
Customize your Upfirst agent to ask pre-qualifying questions (like property address, motivation for selling, or budget). If the caller meets your criteria, Zapier can create a new deal in REI Pebble, pre-filled with their answers.
Why it’s useful:
You don’t waste time on unqualified leads. Instead, your CRM fills itself with high-quality opportunities, so you can focus on closing more deals.
3. Add call notes and transcripts to existing deals
How it works:
After every call, Upfirst sends a complete call summary and transcript to Zapier. You can set up an automation to add this as a note to the right deal in REI Pebble—making it easy to see every conversation and detail in one place.
Why it’s useful:
Keeps your team in the loop, tracks every interaction, and ensures you stay organized (especially helpful if you have multiple team members or VAs).
4. Conditional actions: Route urgent calls or VIP leads
How it works:
Use Zapier’s filters to check the call summary for keywords like “urgent” or “cash offer.” If the call is critical, you can trigger an immediate Slack message, SMS, or email to your team—while still logging the details in REI Pebble.
Why it’s useful:
Never miss a hot lead or time-sensitive opportunity. You get alerted in real time, while your CRM stays organized in the background.
These workflows demonstrate the power of the REI Software virtual receptionist integration: automating manual tasks, qualifying leads, and keeping your records clean and up to date.
What actions can you trigger in REI Software after our virtual receptionist answers a call?
With the REI Software answering service integration via Zapier, you can automate the following actions:
- Create a Contact: Add a new contact to your REI Pebble database.
- Create a Deal: Add a new deal to a specific board and stage in REI Pebble.
- Create a Deal Note: Attach a note (such as a call summary or transcript) to a specific deal.
- Create a Property: Add a new property record based on caller information.
These actions help you streamline your lead management, deal flow, and property tracking with minimal manual effort.
How to connect REI Software to Upfirst
Ready to set up your REI Software answering service integration? Here’s how to connect everything using Zapier:
- Sign up for Zapier (if you don’t already have an account).
- Connect your Upfirst account to Zapier.
- In Zapier, search for “Upfirst.”
- Choose the “Call Completed” trigger, which activates after each phone call.
- Connect your REI Software (REI Pebble) account to Zapier.
- Search for “REI Pebble” in Zapier’s app directory.
- Choose the action you want (e.g., Create a Contact, Create a Deal).
- Map the fields.
- Use the information collected by your Upfirst AI receptionist (like name, phone, email, answers to custom questions) and match them to the appropriate fields in REI Pebble.
- Add conditions or filters (optional).
- Want to only create deals for certain call types? Add a Filter step to check call summaries or custom fields before continuing.
- Test your Zap.
- Run a test call to make sure data flows as expected between Upfirst and REI Pebble.
- Turn on your Zap.
- Once you’re happy with the setup, switch your Zap on. Your integration is now live!
With this REI Software answering service integration, you’ll spend less time on data entry and more time closing deals. And thanks to the REI Software virtual receptionist integration, every lead and conversation is tracked—no matter when the call comes in.
