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Chosen CRM Integrations

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Sales & CRM
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.

Start free with email
Start free with email
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Start free with email
Start free with email
Google Logo Continue with Google
  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 8,000+ apps, 450+ AI tools
  • Free tier available
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Or pick an app to pair with
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Integrate Google Sheets with Chosen CRMIntegrate Google Sheets with Chosen CRM
Google Sheets
Google, Spreadsheets
Integrate HubSpot with Chosen CRMIntegrate HubSpot with Chosen CRM
HubSpot
Marketing Automation
Integrate Airtable with Chosen CRMIntegrate Airtable with Chosen CRM
Airtable
Databases
Integrate ChatGPT (OpenAI) with Chosen CRMIntegrate ChatGPT (OpenAI) with Chosen CRM
ChatGPT (OpenAI)
AI Assistants
Integrate ActiveCampaign with Chosen CRMIntegrate ActiveCampaign with Chosen CRM
ActiveCampaign
Marketing Automation
Integrate Google Sheets with Chosen CRMIntegrate Google Sheets with Chosen CRM
Google Sheets
Google, Spreadsheets
Integrate HubSpot with Chosen CRMIntegrate HubSpot with Chosen CRM
HubSpot
Marketing Automation
Integrate Airtable with Chosen CRMIntegrate Airtable with Chosen CRM
Airtable
Databases
Integrate ChatGPT (OpenAI) with Chosen CRMIntegrate ChatGPT (OpenAI) with Chosen CRM
ChatGPT (OpenAI)
AI Assistants
Integrate ActiveCampaign with Chosen CRMIntegrate ActiveCampaign with Chosen CRM
ActiveCampaign
Marketing Automation
Integrate Google Sheets with Chosen CRMIntegrate Google Sheets with Chosen CRM
Google Sheets
Google, Spreadsheets
Integrate HubSpot with Chosen CRMIntegrate HubSpot with Chosen CRM
HubSpot
Marketing Automation
Integrate Airtable with Chosen CRMIntegrate Airtable with Chosen CRM
Airtable
Databases
Integrate ChatGPT (OpenAI) with Chosen CRMIntegrate ChatGPT (OpenAI) with Chosen CRM
ChatGPT (OpenAI)
AI Assistants
Integrate ActiveCampaign with Chosen CRMIntegrate ActiveCampaign with Chosen CRM
ActiveCampaign
Marketing Automation

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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
  • Chosen CRM triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Polling
    Try It
    • Location
    • Minimum Rating
    • Maximum Rating
    Trigger
    Polling
    Try It
  • Chosen CRM triggers, actions, and search
    New Task

    Triggers when a new task is created.

    Trigger
    Polling
    Try It
  • Chosen CRM triggers, actions, and search
    Lead Status Changed

    Triggers when a lead status is updated.

    Trigger
    Polling
    Try It
  • Chosen CRM triggers, actions, and search
    New Deal

    Triggers when a new deal is created.

    Trigger
    Polling
    Try It
  • Chosen CRM triggers, actions, and search
    New Lead

    Triggers when a new lead is created.

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

Chosen CRM Help & Support

Common questions

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Manage Your App Connections

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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.
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