Connect Hey Rafi and Pete to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Hey Rafi with Pete - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Appointment Booked" from Hey Rafi.

Add your action

An action happens after the trigger—such as "Create New Lead" in Pete.

You’re connected!

Zapier seamlessly connects Hey Rafi and Pete, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Appointment Booked
Triggers when an appointment is booked in Rafi.
Trigger
Instant
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Lead Exported
Triggers when a lead is exported from the app.
Trigger
Instant
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- Lead source
  Required
- Lead's address (optional)
- Lead's Name
- Lead's Email
- Lead's Phone
- Lead's Notes
- Enable SMS only with explicit lead approval. Misuse violates our terms of service and may result in account restrictions.
  Required
- Enable Prospecting
- Notify team of new lead
Action
Write
Phase/Status Updated
Triggers when a phase or status is changed.
Trigger
Instant
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Live Transfer Claimed
Triggers when a live transfer is successfully claimed by a team member.
Trigger
Instant
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- Lead ID
  Required
Action
Write
- Phone Number
- Email Address
- Street Address
- ZIP Code
- Max Results
Action
Search
- First Name
- Last Name
- Phone
- Email
- Street
- City
- State
- Zip Code
- Lead Temperature
- Notes
- Campaign
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Hey Rafi and Pete to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Hey Rafi to Pete integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Hey Rafi

Hey Rafi is an app that automates your real estate lead pipeline, handling calls, emails, texts, and follow-ups so you can focus on closing more deals.

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Related categories

CRM (Customer Relationship Management)

About Pete

Pete is a platform that helps real estate investors manage deals, automate workflows, and streamline their investment process.