What is the Moneypenny integration?
The Moneypenny integration for Rex CRM is designed to simplify how estate and letting agents manage incoming leads. When your Moneypenny Receptionist handles calls about viewings or valuations, the details are automatically logged into Rex’s Unassigned Leads area—just like portal leads. This automation eliminates repetitive data entry, saving valuable time and ensuring your team never misses a lead.
Powered by Zapier, this integration connects Moneypenny’s Telephone Answering and Outsourced Switchboard services directly with Rex, creating a seamless workflow for lead management.
Who is this integration for?
This integration is ideal for sales and lettings professionals, particularly:
- Negotiators managing incoming enquiries and following up with prospects.
- Sales and Lettings progression teams responsible for handling property pipelines efficiently.
- Admin teams tasked with logging and tracking leads.
Why choose the Moneypenny integration?
1. Eliminate double-keying
No more transferring information from Moneypenny messages to Rex. The integration logs leads directly into the platform, saving time and reducing the risk of errors.
2. Centralise your leads
All your leads—whether from phone calls, portals or other sources—are kept in one place, making it easier to track, manage, and report on enquiries.
3. Improve data accuracy
Automated lead logging ensures that information is captured consistently and accurately, giving your team reliable data to work with.
4. Save time and focus on selling
By automating repetitive admin tasks, your team can spend more time closing deals and less time on data entry.
5. Flexible and scalable
The integration is powered by Zapier, which means it can be tailored to fit your specific needs. With no cost for basic workflows up to 100 tasks per month, it’s accessible for agencies of all sizes.
How it works
- Call handling: Moneypenny Receptionists answer calls about viewings or valuations on your behalf.
- Automated lead logging: Call details are automatically sent to Rex via Zapier and appear in the Unassigned Leads area.
- Follow-up: Your team can pick up leads directly from Rex, where all the information is ready and waiting—no need to re-enter data manually.
Key benefits of the Moneypenny integration:
- Automation: Save time by automating lead logging.
- Efficiency: Keep your team focused on converting leads, not entering data.
- Accuracy: Ensure every lead is captured correctly, improving your follow-up success rate.
- Scalability: Start with basic workflows for free and scale up as needed.
Why this matters for estate agents
Managing leads efficiently is critical to maintaining a steady sales funnel. With Moneypenny’s integration, you can eliminate time-wasting manual tasks and focus on building relationships with prospects. Whether you’re handling a high volume of enquiries or looking to streamline your operations, this integration gives you the tools to work smarter and deliver results.
Get started today
Connect Moneypenny with Rex CRM to transform how you manage leads. By automating call-to-lead logging, this integration helps you stay organised, save time, and focus on what you do best—selling and letting properties.
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