Chime CRM (https://chime.me) is a product of Chime Technologies which offers a complete tech solution for real estate agents, including a fully integrated Intelligent CRM, IDX Website, Smart Dialer, Collaboration and Reporting platform complete with lead generation.
Dotloop integration with Chime allows you not only to import your leads into your dotloop account, but also create new loops which sync with dotloop.
How to connect your dotloop account
To connect your dotloop account, first log in to Chime CRM and under the Features tab on the left click Integration (https://chime.me/admin/user?page=appCenter).
The dotloop connection tab is located the middle of the page.
Click Connect and then you will then be directed to log in to your dotloop account.
After logging in, click APPROVE to authorize your account.
Upon successful connection, you will notice that the button text on the integration tab has changed to Disconnect.
Go to the lead details page, and click the arrow icon on the top right section.
Upon clicking on the icon then a pop-up window will appear. The Full Lead Name, Role (namely Lead Type), Email, Home Price, and GCI will all be populated based on the info from the lead details page. Fields marked with a red asterisk are required.
Note: At this time only the default profile will be used to create loops.
After filling out these fields, click Create and then the lead, along with this transaction will be transferred to dotloop. You can also have easy access to the loop transferred to dotloop by clicking the link View in Dotloop.
Note: As leads can be exported to dotloop by admins, agents, and assistants they can be added to more than one loop. In cases such as this Home Price and GCI will be synced every 30 minutes by Chime.
Chime to dotloop
When transferring a lead to dotloop, the following info will be exported to dotloop:
- Transaction Name
- Full Lead Name
- Role (Lead Type)
- Home Price
- GCI
Any update to the transactions in Chime:
The following information will be updated in the corresponding loop in dotloop:
- Home Price
- GCI
Dotloop to Chime
Any changes to Home Price and GCI will automatically synced by Chime every 30 minutes.
- Home Price
- GCI