Connect Rex and Salesforce to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate Rex with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Appraisal Created" from Rex.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Rex and Salesforce, 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.
- Your Rex Agency AccountRequired
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- Your Rex Agency AccountRequired
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- TagRequired
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Connect Rex and Salesforce 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Rex + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Rex and Salesforce
How do I integrate Rex with Salesforce?
Integrating Rex with Salesforce is straightforward using our platform. Start by creating a new Zap that connects the two applications. Choose Rex as your trigger app and Salesforce as your action app, then set up the conditions and actions that suit your workflow.
What triggers are available when integrating Rex with Salesforce?
When integrating Rex with Salesforce, you can use several triggers such as 'New Property Listed' or 'Property Status Updated' in Rex. These triggers can automate subsequent actions in Salesforce, like creating or updating a record.
Can I update a Salesforce record when a property is sold in Rex?
Yes, you can set up a trigger for when the property status changes to 'Sold' in Rex. This will prompt an action to update the relevant record in Salesforce automatically.
Are there any limitations on fields that can be mapped between Rex and Salesforce?
Typically, most of the standard fields can be mapped between Rex and Salesforce through our integration platform. However, custom fields may require additional configuration or validation to align properly.
Is it possible to create a new contact in Salesforce when adding a client in Rex?
Absolutely! By setting up an appropriate trigger, adding a new client in Rex can automatically create a corresponding contact in Salesforce without any manual intervention.
How often are data synchronized between Rex and Salesforce?
The synchronization frequency depends on how you configure your Zap workflows. You can set triggers such that data sync occurs instantly or at specific intervals defined by your needs.
What happens if there's an error during integration between Rex and Salesforce?
If an error occurs during integration, you'll receive detailed error reports within our platform. These help you identify issues quickly so you can make necessary adjustments or contact support if needed.
