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Chosen CRM Integrations

Sales & CRM

Put Chosen CRM to work with AI and enterprise-grade automation

Automate smarter with Chosen CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email
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  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
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Or pick an app to pair with
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Integrate Airtable with Chosen CRMIntegrate Airtable with Chosen CRM
Airtable
Databases
Integrate ActiveCampaign with Chosen CRMIntegrate ActiveCampaign with Chosen CRM
ActiveCampaign
Marketing Automation
Integrate Google Business Profile with Chosen CRMIntegrate Google Business Profile with Chosen CRM
Google Business Profile
Google, Website Builders
Integrate Airtable with Chosen CRMIntegrate Airtable with Chosen CRM
Airtable
Databases
Integrate ActiveCampaign with Chosen CRMIntegrate ActiveCampaign with Chosen CRM
ActiveCampaign
Marketing Automation
Integrate Google Business Profile with Chosen CRMIntegrate Google Business Profile with Chosen CRM
Google Business Profile
Google, Website Builders
Integrate Airtable with Chosen CRMIntegrate Airtable with Chosen CRM
Airtable
Databases
Integrate ActiveCampaign with Chosen CRMIntegrate ActiveCampaign with Chosen CRM
ActiveCampaign
Marketing Automation
Integrate Google Business Profile with Chosen CRMIntegrate Google Business Profile with Chosen CRM
Google Business Profile
Google, Website Builders

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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.

  • Chosen CRM triggers, actions, and search
    Deal Stage Changed

    Triggers when a deal moves to a new pipeline stage.

    Trigger
    Polling
    Try It
    • Location
    • Minimum Rating
    • Maximum Rating
    Trigger
    Polling
    Try It
    • First Name
      Required
    • Last Name
      Required
    • Email
    • Phone
    • Company
    • Title
    • Contact Type
    Action
    Write

For builders

Let your AI safely access Chosen CRM

Go beyond Zap workflows. Install Zapier in your AI to call Chosen CRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Chosen CRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

  • Create Contact
  • Create Deal

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose Chosen CRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Chosen CRM connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "chosen-crm", owner: "me" });

await zapier.runAction({
  app: 'chosen-crm',
  action: 'create_contact',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});
Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Chosen CRM Help & Support

Common questions

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About Chosen CRM
Chosen CRM is a mortgage CRM that helps loan officers manage leads, automate follow-ups, and track loans through the pipeline.
Related categories

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Popular Chosen CRM Integrations