Zapier Property Listing Plugin Setup

What is the Zapier Property Listing Plugin?

The Zapier Property Listing Plugin users automation tool Zapier alongside your preferred CRM to allow you to integrate your CRM directly with your website. This will allow you to automatically list your properties as and when they come in. 

IMPORTANT NOTE: 

  • Due to the high number of variety of supported CRM Apps, most apps have not been tested with the Zapier Property Listing
  • Zapier Property Listing has been tested the following apps: Trello, Airtable
  • See if your CRM app is supported by Zapier, click here.

Installing the Zapier Property Listing Plugin

Go to Plugins > Add New on your WordPress Dashboard 

Click Upload Plugin 

Select Choose File and select the appropriate file 

Click Install Now 

Zapier Property Listing Limitations

Even though the Zapier Property Listing plugin can help you save time listing your properties, there are limitations when using Zapier Property Listings.  Here are some of the more common limitations:

  • Certain CRM's are only able to pass 1 image file for the entire listing
  • Only 1 pricing option can be passed through your CRM to your site
  • Only 1 'Nearby Attraction' can be passed through your CRM to your site
  • Not all CRM's may be compatible, this depends on your CRM App and how it connects with Zapier
  • You must publish the property listing through your REI Landlist website
  • Once the property is listed and passed through Zapier, you will not be able to make changes on the listed property through your CRM

Click Activate Plugin 

You'll then be prompted to enter your license key. Enter it then press Agree & Activate License

 You'll then be directed to the following page. You don't need to change anything on this page. 

Opening Zapier Account

In order to use all the Zapier features, you'll need to have the premium paid-for version of Zapier as you'll be using webhooks to connect your CRM to the platform. They're currently offering a 14-day free trial so you can see if it's right for you. You don't need to enter your card details, just use the following instructions to sign up. 

Head over to the Zapier website

In the top right-hand corner, click Sign Up

You can either sign-up with your Google or Facebook account or put in your name and email and click Sign Up

Next, create a password and click Sign Up again. 

Then, you'll be prompted to take a tour of the Zapier features, we recommend this if you're not familiar with Zapier already. alternatively, you can just skip this step. 

Using the Zapier Property Listing Template

With Zapier, once you have created a Zap, you can actually share/copy them so that the initial framework of the Zap is set up.  

As we've already set up Zaps for Airtable and Trello, you can copy our template by clicking the following links:

Airtable Template: https://zapier.com/shared/17410a436bb3a92b7c6008ad7f3b0ce712f69249

Trello Template: https://zapier.com/shared/bf0d8b38a7abeae85a9f1658ab7daaa6a6467da9

This is, of course, just a basic framework and you'll still need to pull the appropriate data from your CRM, but things like the 'tokens' are all filled out for you which can be a huge time-saver if you have a lot of data to pull for your properties. 

Sharing Your Template

If you have a Zap set up for a different CRM and want to share it, simply go to the Zaps panel in the Zapier dashboard, then click the Zap you want to share. 

In the top right-hand corner, you'll see a button to Share; click on it. 

You can then select your sharing options, i.e. anyone with the link can copy the zap, and then click copy

Creating Webhooks 

No matter which CRM you are using, when connecting it to Zapier the last or typically second stage of the process (Creating a Webhook) is always the same as this is the step that controls which information is pulled from the CRM onto Zapier.  Depending on your CRM App, this is typically the second step of your "Zap" but there could be more steps in between depending on your CRM and the way it needs to pass information into the Webhook step.

To create your webhook, click on step  2. Post to open the section up

Click Choose App & Event 

Under Choose App, ensure that Webhooks by Zapier is selected 

Under Choose Action Event, ensure that POST is selected. This is because, ultimately, you'll want Zapier to post your listing to your site automatically 

Once you're done, select Continue 

You'll then need to Customize your Post

Under URL, put in the URL provided to you inside the in-dashboard page of Zapier Property Listing 

Under Payload Type, select Form

Next, you'll be prompted to enter the Data 

You'll find your 'Token' if you go to Zapier Property Listing on your Wordpress Dashboard

To add a data point, click the '+' symbol, then add the appropriate key (we've listed these in the next section). Then, select the field you want to pull data from in your CRM. 

Wrap Request in Array can be kept as No, and Unflatten should say Yes. Everything else can be left as-is. Then you can select Continue

Webhooks Keys and Values 

In order to create webhooks and pull all your property listing from your CRM to your Land site, you'll need to ensure that your fields are given the correct label (token). 

If you go to any of your land listings, you'll see information such as the size of the land, the state/county the land is in and the nearest cities, etc. 

Below is a list of all the field keys with corresponding example content for each piece of information so that you can copy and paste them into your CRM [key:example data]. As well, you can see in the video example from Trello, below, these are filled out as custom fields in your Trello cards.

Format of the key fields below match to property listing fields. For example 'payment_option[title]' will translate into the Payment Option's title field of the property. Here is the field inside of WordPress we are referring to in the image:

Key Fields and Example Data

token:4BCm#Mo6bq$C
title:1234

payment_option[title]:Cash Price
payment_option[price]:$12,999
payment_option[price_note]:$15,999
payment_option[note]:$199 Down Payment
payment_note:If you are interested in reserving this parcel, click “Reserve Now” button for any of the payment options. You will be redirected to our payment page to make the initial reservation payment.

description:This is the description of the

property_information[parcel_size]:123
property_information[state]:AL
property_information[county]:Tractor County 
property_information[nearest_cities]:City Name
property_information[parcel_number]:1234567D
property_information[address]:123456 South Street 
property_information[legal_description]:123456 South North 65 Acres

property_features[acreage]:30
property_features[dimension]:50ftx60ft
property_features[county]:Tractor County
property_features[subdivision]:Exists
property_features[access]:Dirt Road
property_features[power]:Exists 
property_features[water]:Well
property_features[heating]:Exists 
property_features[septic]:Exists
property_features[coordinates]:-32.12345 x 32.12345 
property_features[zoning]:Agricultural
property_features[elevation]:1234 ft

nearby_attraction[title]:nearby_attraction_title
nearby_attraction[image]:https://www.w3schools.com/w3css/img_lights.jpg
nearby_attraction[description]:Lorem ipsum dolor sit amet, consectetur adipiscing elit, 12312312fwefewafewafewf notes:notesafsad;fekl;fke

featured_image:https://www.w3schools.com/w3css_templates.jpg gallery[0]:https://www.w3schools.com/images/colorpicker.png

gallery[1]:https://www.w3schools.com/getcertified.jpg

id_note:12345

Example Setup (Trello)


Example Setup (Airtable)

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