In this article, we will review how to set up email parsing in Chime for Referral Exchange leads.
What kind of Email will be Parsed?
Chime is able to parse a new lead into your CRM based on an email alert that comes from Referral Exchange to your Chime integrated email. Here are the common items that Chime searches for in Email Parsing:
From Address: email@example.com
Subject: ReferralExchange Referral Agreement Acceptance Confirmation - xxx(lead name) - xx%
How to Set it Up
Enter your Chime integrated email address as the email that receives lead notifications in your Referral Exchange settings.
How to find your unique chime.me email address in Chime
Go to the Settings page, and under the Features section on the right of the page, click Integration to Integration page and then click Lead Capture.
On the bottom of this page, you will see Auto-import Lead via third-party providers. Here, you will see your Chime email, which you will use to auto-import leads from Realtor.com. In this section, click Copy.
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