Unless you are brand new to the world of real estate, you will likely have people you are already working with before joining Chime. With that in mind, here is a brief description of how to import leads into the Chime CRM from Google Contacts.
- To learn how to import leads from a spreadsheet/CSV, please reference the following article: Lead Import (via CSV/Spreadsheet).
- This Integration with Google Contacts allows for manually pulling the data from Google Contacts, but is not intended to be a two-way sync. In other words, if you add a person's information on Chime/Google Contacts, it will not automatically appear in the other platform. If you are interested in exploring a two-way sync, consider using a product such as this: PieSync Integration.
- It is usually best practice to wait to upload your leads until after your Chime website is live and working in case you want to send a welcome email (see Set Up the Welcome Email) or set these leads up on auto property alerts (see Setting Up and Using Auto-Property Alerts). Without the website having the MLS data fully-integrated, neither of those two options are possible.
First, navigate to Settings > Lead Import > From Google Contacts:
If you have not already done so, you will be prompted to integrate your Google Contacts accounts.
You will select the account you want to use from Google:
You will need to give Chime all the necessary permissions:
Now that Google Contacts is integrated, you will want to click on the "From Google Contacts" button again:
You will be prompted to choose "All" or a specific set of labels:
Finally, you will need to choose from all of the below options and then click the blue "Import" button:
Depending on the number of leads, your import should process quickly and you will have access to your clients in Chime.
Remember, any changes on Chime will not be reflected in Google Contacts and any changes in Google Contacts will not be reflected in Chime (unless you have set up an app in between like PieSync Integration).
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.