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Chime - Salesforce Integration Template

“Anytime a lead pipeline is updated in Chime, create a lead in Salesforce that is linked to the referring real estate agent and the Loan Officer with whom that agent is partnered.”

OneReal Mortgagecreated by OneReal Mortgage
How Zapier works (57 sec)
How Zapier works (57 sec)
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Trusted at companies large and small

This Zap works in 4 steps …

  • Step 1 - Trigger

    Anytime a lead pipeline changed is created in Your App

  • Step 2 - Action

    Find record in Salesforce

  • Step 3 - Action

    Find record in Salesforce

  • Step 4 - Action

    Create lead in Salesforce

    • 2 minutes to set up
    • Get back 1.2 hrs /week
    • 5 people use this app pairing

    This Zap uses the following 2 apps

    • Lofty logo
    • Salesforce logo

    Lofty + Salesforce

    Check out all the other ways you can connect Lofty and Salesforce.
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