Connecting Brokermint to your Chime CRM allows you to directly export leads from Chime to Brokermint. Simply contact Brokermint to get your API key and then log into Chime and follow the steps outlined below.
- Click on the Settings cog wheel on the top menu
- Click on Integrations from the menu on the left
- Scroll down and select the "Connect" button for Brokermint
- Input your Brokermint API key and click the "Save" button
Once connected correctly, Brokermint will display at the top as having been integrated:
Using Brokermint Integration
This integration works on the individual level. To export to Brokermint, first navigate to a lead's profile page and then click the three dots at the top, then choose to "Export to Brokermint."
You will then click on the "Ok" button to transfer this lead to Brokermint.
If the lead was exported successfully, there will be a message like this one:
The lead has now been synced to Brokermint. Any changes made on Brokermint will not be made on Chime as the feature only works to export a lead from Chime.
The following is a list of the data that will be exported to Brokermint:
- First Name
- Last Name
- Contact Type
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <firstname.lastname@example.org> or by phone at 1 (855) 981-7557.