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PeakIDX Zapier integrationAutomate PeakIDX with Zapier.

PeakIDX Zapier integration: 1 trigger, 1 action, 0 searches. PeakIDX gives real estate agents and brokers a site with listing data. On Zapier, New Lead hands each new lead to your other tools, and Create Lead brings leads from elsewhere into your PeakIDX site.

See the 2 operations

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Overview

What the PeakIDX Zapier integration does for an agent

The PeakIDX Zapier integration moves leads in and out of the site you run on PeakIDX. A Zap (an automation built from one trigger and one or more actions) can start when a new lead shows up in PeakIDX, or it can push a lead collected somewhere else into your PeakIDX site. Two operations, both about leads.

Leads in the tool you actually work from. New Lead can copy each lead into a sheet, a CRM or an email list, so a buyer who reached you through your site does not wait in a dashboard nobody opens.

One lead list instead of three. Create Lead imports a lead captured by another channel, an open-house sign-in form or a referral partner, into your PeakIDX site, where the rest of your leads already sit.

A follow-up that starts on its own. Paired with an email or a messaging app, New Lead can start the first contact with a new prospect without you copying an address by hand.

What Zapier does not do here: it cannot look up a lead (there is no search), update one, or touch listings. It also does not see a lead the moment it is created: New Lead is checked on a timer that depends on your plan. Everything else stays in PeakIDX. To compare Zapier with other platforms, see Make vs Zapier or n8n vs Zapier.

Vocabulary

Zapier words, in plain English

Seven terms come back on every Zapier screen. One line each, and the rest of the page reads easily.

Zap
The automation you build: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The event that starts a Zap, here a new lead in PeakIDX. Once the Zap is on, Zapier keeps watching for it.
Action
What the Zap does once started: the step that writes, sends or moves something, such as importing a lead into PeakIDX.
Task
The unit Zapier bills: one action your Zap completes successfully. Your plan counts those and nothing else.
Polling trigger
A trigger Zapier checks on a timer: it asks the app for new items at a fixed interval and keeps only what it has not seen. New Lead works this way.
Filter
A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
Connection
Your PeakIDX account linked to Zapier once, then reused by every Zap step that touches PeakIDX.
Cost

What a PeakIDX Zap costs, and how fast it runs

PeakIDX is not reserved for paid plans: it works on the free plan.

  • New Lead triggerNever costs a task
  • Successful actionCounted against your plan
  • Failed actionNot counted
  • Free plan100 tasks a month, two-step Zaps

The New Lead trigger costs nothing, however often Zapier checks for new leads. Each action that succeeds is counted, and one that fails is not. The free plan gives 100 tasks a month, but only two-step Zaps: one trigger, one action. A filter or a second action makes the Zap multi-step, which needs a paid plan. Speed depends on the plan, because New Lead is a polling trigger: see the grid below for each plan.

Connect

Connect PeakIDX in three steps

  1. 01

    Open Apps and add a connection

    In Zapier, open the Apps page and click + Add connection. A dialog with a search box appears. You need a PeakIDX account, plus access to any site or leads you do not own but want the Zap to touch.

  2. 02

    Pick PeakIDX and sign in

    Search for PeakIDX, select it, then click Add connection. A new tab opens on PeakIDX: sign in with the account that runs the site whose leads you want, not a colleague's.

  3. 03

    Grant access

    PeakIDX asks you to let Zapier use the account. Accept. The connection is then reused by every PeakIDX step in every Zap, so you do it once per account.

First Zap

Your first Zap: log qualified PeakIDX leads in a sheet

GoalEach new PeakIDX lead that meets your condition gets a row in a Google Sheets file the team works from.

  1. 01

    Build: pick the trigger

    Start a new Zap, choose PeakIDX as the app and New Lead as the event, then select your PeakIDX connection. The trigger needs no other setting before the test.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent items of the connected account, so you map the next steps on a real lead and see which values it carries.

  3. 03

    Add a filter

    From the plus icon, add a Filter step and set the field, the rule and the value. A text rule on a number never passes, so pick the right type. The filter makes the Zap multi-step, which needs a paid plan.

  4. 04

    Add the action

    Add Google Sheets, pick the file and map the lead values from the test into the columns. Test the step once and read what came back before going on.

  5. 05

    Publish

    When the test row looks right, click Publish to switch the Zap on. From then on, new leads go through at the interval of your plan.

Triggers

PeakIDX trigger

1 event starts a Zap when something happens in PeakIDX. Zapier checks for them at the interval your plan allows.

1

New Lead

Polling trigger

In Zapier“Triggers when a new lead is created.”

Starts a Zap for each new lead in your PeakIDX account, which is how a buyer or seller who reached your site ends up in the tools where you plan calls and follow-ups.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
your assistant works from a shared sheet and needs every new prospect there, not only the ones someone remembered to export.
Watch out
on the free plan a lead can wait up to the 15-minute check before the Zap runs; on paid plans the interval is shorter and a check can be run by hand from the editor.
Actions

PeakIDX action

PeakIDX gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Lead

Action

In Zapier“Imports a lead into the PeakIDX Site”

Imports a lead collected by another app into your PeakIDX site, so it sits with the leads your site captured on its own.

When to use it
visitors sign in on a tablet form at an open house, and each one should appear in PeakIDX without retyping.
Watch out
never put Create Lead in a Zap that starts on New Lead from the same account: the Zap would write where its trigger watches and set itself off again and again.
When it breaks

When a PeakIDX Zap breaks

Zapier ties no help article to PeakIDX, so the cases below are the general limits that apply to any Zap built on it.

None of them shows up as an error in PeakIDX. They show up as a lead missing from your sheet, a lead arriving later than you expected, or a task count that climbs too fast. When you are stuck, start from the Zapier troubleshooting page.

  • The lead loop

    New Lead followed by Create Lead on the same account writes where the trigger watches. Each import becomes a new lead, the Zap fires again and burns tasks.

  • No catch-up on the past

    A Zap only reacts to leads created after you switch it on. Leads already in PeakIDX never go through it; moving them is a separate job.

  • Flood protection after a bulk import

    After a bulk import or a migration, New Lead returns a huge batch and Zapier can hold it back instead of running it.

  • Each lead counted once

    Zapier remembers which leads it has already seen on New Lead, so the same lead does not start the Zap twice.
Need help

Need help automating PeakIDX with Zapier?

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FAQ

PeakIDX Zapier integration: questions agents ask

01Is the PeakIDX Zapier integration free?
Yes, within limits. PeakIDX is not reserved for paid plans, so it works on the Zapier free plan. That plan gives 100 tasks a month and unlimited Zaps, but each Zap is limited to two steps: one trigger and one action. New Lead followed by a row in a sheet fits. Add a filter or a second action and the Zap becomes multi-step, which needs a paid plan. Prices change too often to quote here, so check the plans table on zapier.com.
02How many tasks does a PeakIDX Zap use?
Only completed actions are billed. The New Lead trigger costs nothing, no matter how often Zapier checks for leads, and a check that finds nothing is free too. Each action that goes through is counted, Create Lead included; one that fails is not. With several actions, every successful one counts on its own, so a three-action Zap uses three times what a one-action Zap does. The lead loop is the fastest way to empty the 100 tasks of the free plan.
03Is PeakIDX on Zapier real time?
No. New Lead is a polling trigger: Zapier asks PeakIDX for new leads at a fixed interval and keeps only the ones it has not seen. On the free plan that check happens every 15 minutes, on Professional every 2, on Team and Enterprise every minute. On paid plans you can change the interval and run a check by hand from the editor. The type is decided by the app and cannot be switched to instant.
04What does connecting PeakIDX to Zapier require?
A PeakIDX account, plus read or write access on anything you do not own yourself but want the Zap to touch. The steps start on the Apps page of Zapier: + Add connection, search PeakIDX, sign in on the tab that opens, then grant access. Use the account that runs the site whose leads you want. Keep in mind that the connection itself moves no data: leads already in PeakIDX stay there until you move them separately.
05Can a PeakIDX Zap import leads into the site it reads from?
Not safely. If a Zap starts on New Lead and then runs Create Lead on the same PeakIDX account, every import creates a new lead, which the trigger picks up at the next check and sends through the Zap again. The Zap keeps setting itself off and burns through your task count. Use Create Lead in Zaps that start in another app, such as a form or an ads platform, and keep New Lead for sending leads out.
06What if the PeakIDX operation you need is missing?
Then it is not in the catalog, and no setting will reveal it. Zapier shows two PeakIDX operations: New Lead and Create Lead. There is no search, no lead update and nothing about listings. Two ways forward: handle that part in PeakIDX itself, or let New Lead pass the lead to another app that has the action you are after. Check the PeakIDX page on zapier.com again before each new build, since catalogs change.
07Zapier, Make or n8n for PeakIDX?
Choose on criteria, not on a ranking. On Zapier the facts for PeakIDX are clear: one polling trigger checked every 15 minutes on the free plan and faster on paid ones, one action that imports a lead, no search, and a free plan capped at two-step Zaps and 100 tasks a month. If a lead arriving a few minutes later is fine and one action is enough, Zapier covers it. If you need conditions or several steps, compare what each platform offers for PeakIDX first.
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