Chosen CRM and Salesflare
How to connect Chosen CRM
- Via Zapier — 18 operations available. Set it up ↗
What you can automate
- When deal Stage Changed in Chosen CRM, create opportunity in Salesflare.
- When lead Status Changed in Chosen CRM, find or create contact in Salesflare.
- When new Contact in Chosen CRM, find or create contact in Salesflare.
- When new Deal in Chosen CRM, create opportunity in Salesflare.
- When new Google Review in Chosen CRM, create internal note in Salesflare.
- When new Lead in Chosen CRM, find or create contact in Salesflare.
About Chosen CRM
Chosen CRM is a mortgage CRM that helps loan officers manage leads, automate follow-ups, and track loans through the pipeline.
Chosen CRM operations on Zapier
Triggers (7)
Start a workflow when this happens
- Deal Stage Changed — Triggers when a deal moves to a new pipeline stage.
- Lead Status Changed — Triggers when a lead status is updated.
- New Contact — Triggers when a new contact is created.
- New Deal — Triggers when a new deal is created.
- New Google Review — Triggers when a new Google Business review is received.
Show 2 more triggers
- New Lead — Triggers when a new lead is created.
- New Task — Triggers when a new task is created.
Actions (9)
Things Salesflare can make it do
- Create Contact — Creates a new contact.
- Create Deal — Creates a new deal.
- Create Lead — Creates a new lead.
- Create Note — Adds a note to a lead, deal, or contact.
- Create Task — Creates a new task.
Show 4 more actions
- Get Google Review Link — Gets the review request link for a Google Business location.
- Reply to Google Review — Posts a reply to a Google Business review.
- Update Deal — Updates an existing deal.
- Update Lead — Updates an existing lead.
Searches (2)
Look up existing records
- Find Deal — Finds a deal by LOS Loan ID or Lead ID.
- Find Lead — Finds a lead by email, phone, or LOS Loan ID.
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