PieSync Help Center

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Jonas Rasschaert

GETTING STARTED GUIDE: How to set up a new connection?

Chime is an all-in-one real estate solution that offers CRM, IDX, team management, lead generation, cultivating relationships, encouraging leads to close, and more bundled in a seamless, easy to use package.

Combined Shape

The Chime API combines family data/households behind the scenes. So, when we sync email data from Chime, we will sync both the main contact and family contact data, specifically the phone number and email address.

Below you'll find detailed information, specifically for Chime integrations:

Supported Chime Integrations

Authorizing Chime

To authorise, we need your Email / Password.

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If you already authorized Chime account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.

[IF] Supported Conditions/Filters

  • (not) Assigned to (Agent)
  • Has Tag / does not have Tag
  • (not) in Group
  • is Private Lead
  • Lead Type (Buyer, Seller, Renter, Other)
  • is Team Lead
  • Lead Score
  • Pipeline
  • Source
  • Already existing in the app you sync with

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[THEN] Supported Actions

  • Add / Remove Tag
  • Add to / Remove from Group
  • Assign to (Agent)
  • Update Lead Type
  • Update Pipeline
  • Update Source
  • Update field values (INCLUDING CUSTOM FIELDS)

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Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Chime fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

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You have the ability to disable default mappings and reuse them in the custom mappings section.

Customizable Field Mapping

You can custom map your Chime Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.

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Additional Options

Syncing Deletions

In connection between Chime and Google Contacts, you are able to sync deletions one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Chime. You will be able to review this segment first before deleting or taking any other action in Chime too

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Syncing Unsubscribes

Currently, there are no Chime integrations on the PieSync platform that support our unsubscribes sync.

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.

Combined Shape

Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to read our blog for the latest in productivity, apps, and technology!

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