How to connect ProAgentSolutions + Chime
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- New ActivityTriggers when a new activity is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- Create ActivityCreates a new activity.Action
- Create ContactCreates a new contact.Action
- Find ContactFinds a contact using an email address.Action
- Find or Create ContactFinds a contact using an email address.Action
- Lead Group ChangedTriggers when a lead is moved to the selected group.Trigger
- Lead Pipeline ChangedTriggers when a lead is moved to the selected pipeline.Trigger
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Trigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.
Creates a new lead.
Updates an existing lead.
- Step 1: Authenticate ProAgentSolutions and Chime.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.