I’m planning an integration with Zapier to go from ClickFunnels to trigger an action of creating a new lead in Chime & would like to know what info I’ll want to collect from my client’s Chime account in order to make this happen.
I won’t have access to Chime directly, so would like to come up with a specific list.
The lead form has…
~ name
~ phone
~ a couple of text / input fields
… that all will need to be added / mapped over to Chime.
Do these fields need to be setup in advance? Do I need to select a specific List?
Will I need more than just an API code to setup?
Thank YOU VERY much in advance for helping. My client is a busy real estate broker & am trying to save him as much back & forth as I can. :-)
~Crystal
Best answer by william
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