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.
Log in to Top Producer CRM. Click on the Account Menu in the top right corner and click Settings.
Under the General tab, click 3rd Party Setup.
In the 3rd Party Data Service Setup section, click Add Data Service in the bottom right corner.
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://www.ziplogix.com/knowledge-base/how-to-use-contact-cloud-services-with-zipform-2/
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