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How to Connect RETR to Your CRM With Webhooks or Zapier

Yes, RETR supports webhooks and Zapier. RETR connects directly to most CRMs. If yours isn’t on the list, you may be able to send RETR agent contacts, loan officer contacts, and property data to your CRM through a webhook, either your own or one set up in Zapier.

How to Connect RETR to a Supported CRM

Step 1: Open the Integrations Page
Open your Settings drop-down and select the Integrations page.

Step 2: Choose Your CRM
Find your CRM in the list of supported integrations.

Step 3: Follow the Prompts
Follow the on-screen prompts to finish the integration.

What If My CRM Isn’t Listed?

If your CRM isn’t listed, you may be able to connect it with webhooks or Zapier. This lets you send RETR data straight into your CRM, including:

  • ✅ Agent contacts
  • ✅ Loan officer contacts
  • ✅ Property data

Note: Setting up a webhook or Zapier connection takes some technical knowledge.

Webhook and Zapier Setup Resources

Do I Need to Test My Webhook Before Using CRM Push?

Yes. Always test your webhook with sample data before you use CRM Push. You’ll find test data on each Data Specification page.

RETR is not responsible for failed send attempts. Here’s how failures affect your export credits:

  • ✅ RETR will retry failed attempts a few times.
  • ✅ If your webhook URL sends back a failure message, RETR will not deduct export credits.
  • ❌ If your webhook fails without sending back a failure message, export credits will still be deducted.

Are There Limitations When Using Zapier?

Yes. Zapier always responds with a success message, even when the send fails. That means RETR can’t tell when a send through Zapier has failed, so it’s especially important to test your webhook first. You’ll find test data on each Data Specification page.

For details, see Zapier webhook limitations.

Does RETR Provide Technical Support for Zapier or CRM Setup?

No. RETR does not provide technical help for Zapier or your CRM. Use the example video above for guidance.

If you’d rather have a direct integration between RETR and your CRM, ask your CRM provider to contact us at api@retr.app.

Note: The Property data specification isn’t available yet. It’s coming soon.