Top Producer CRM provides a feature allowing zipForm® Plus to import your Top Producer CRM data for use in their forms. The following instructions will show you how to configure Top Producer CRM for use with zipForm® Plus.
Note: zipForm® Plus is a 3rd party service provider and requires a separate subscription. It is not included with Top Producer CRM or other Top Producer services.
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Log in to Top Producer CRM. Click on the Account Menu in the top right corner and click Settings.
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Under the General tab, click 3rd Party Setup.
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In the 3rd Party Data Service Setup section, click Add Data Service in the bottom right corner.
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In the 3rd Party Application pull down menu select ZipForm Online.
- Enter your zipForm® Plus username (the email address that is assigned to your zipForm® Plus account).
- Click Add Data Service.
Your zipForm® Plus account will now have the ability to import data from your Top Producer CRM account. For more information, please visit the zipForm® Plus support page: https://lwolf.force.com/s/article/ZF-Import-a-Contact-Using-the-Top-Producer-Integration