Regardless of where your leads come from, you’d like to see them all in Top Producer CRM, right? Now you can direct leads from over 80 sources, such as Zillow or Trulia, to your Top Producer CRM account. Read on to see how it works (and how little you have to do).
NOTE: If you’re already receiving leads from your lead providers, there’s no need to set this up. Doing so will give you duplicate leads. You only need to set this up for providers you previously couldn’t set up (for example, Zillow or Trulia) and all new lead providers moving forward.
Supported lead providers and determining which setup method to use
Depending on the provider, the setup process varies. We recommend you review this list to see if you should use the lead notification email address (outlined below), or use another method.
If your provider appears in the first list, follow the steps below to funnel leads into Top Producer CRM. If your provider appears in the second list, follow the steps in the Lead Provider Setup article.
Using your lead notification address to funnel all leads into Top Producer CRM
All you need to do is log in to your lead vendor site and change your notification email address to the new email address we provide (see step 1 below). Once you complete this simple step, whenever leads inquire about a listing on these sites, a new lead will automatically be created in Top Producer CRM.
Step 1: Copying your new notification email address
Go to Settings > Contacts > My Leads to see the lead notification email address. Copy it so you don’t have to remember it (but it’s just your Top Producer username @myleads.io if you were curious).
Step 2: Setting your lead vendors to use this email address
Next, sign in to your lead vendor and change the lead notification email address. If you copied it in the previous step, paste it (CTRL+V) in the appropriate field.
Click below to see how to do this in Zillow or Trulia.Trulia
- Log in to your Trulia account and go to Manage Profile at the top right of the page (http://www.trulia.com/myprofile/).
- Click Settings at the top right of the page
- Expand the Email Addresses & Facebook section.
- Paste (CTRL+V) or type the new email address into the field.
- Click Add email address.
When you receive a confirmation email from Trulia, click the link from within the email and select your new lead notification email address, then click Update Preferences.
- Log into Zillow at http://www.zillow.com.
- Hover over Agent Hub in the top right and click Inbox.
- On the Inbox screen, click Settings.
- Select Lead Forwarding from the menu on the left.
- Click Edit lead forwarding settings.
- Select Forward indefinitely, then enter the lead notification email address in the Forward to field.
- Click Save.
Your provider isn’t supported, or you want to receive leads from your own web site
If your provider isn’t in this list, or you want to receive leads from your own web site, we have several options for you:
- You can manually enter leads in Top Producer CRM on your desktop (Contacts > Add Lead) or mobile device (tap the Add Lead icon).
- Email your provider request to firstname.lastname@example.org. If we receive enough requests for the same provider, we’ll add it.
- You can update the “Contact me” form on your web site.
How to find these leads in Top Producer CRM, and how to tell where they came from
If you’ve set up lead alerts, we’ll tell you about the lead immediately (via text message, email or both depending on your settings). New leads appear in the Sales Pipeline, where the Source column displays where the lead came from.
FAQsCan I use this email address for business or personal use?
No, this email address is strictly used for funneling your leads into Top Producer CRM.
What lead providers are supported?
Review this list to see a complete list of the providers we support.
My lead provider isn't in the list of supported providers. Can I submit a request that you support my lead provider?
Yes! If your lead provider doesn’t appear in the supported provider list, email your provider request to email@example.com. If we receive enough requests for the same provider, we’ll add it. See the Your provider isn’t supported section above for additional options.
Can I receive leads from my personal web site in Top Producer CRM?
Yes, see the Updating Your Web Site to Receive Leads in Top Producer CRM article for details.
I already set up my lead providers in the Lead Provider Setup section in Top Producer CRM and am already receiving leads. Do I need to do anything with this new email address?
No, if you’re already receiving lead from a lead provider, you don’t have to log in to their site and change your lead notification address. Doing so will cause you to receive duplicate leads in Top Producer CRM.
This email address is for use with lead providers you previously couldn’t set up (for example, Zillow or Trulia) and all new lead providers moving forward.
How can I track the number of leads I receive from different sources?
Easy! The Sales Pipeline report shows you which sources provide the most leads, where most of your leads are in your pipeline, and your conversion rate*. Just click the Home menu item > Pipeline Status Report to generate the report.
*Based on how many have a Closed pipeline status.
What happens if a contact record isn't created for a lead? Will I be notified of this?
You bet! If we receive an email and we aren’t sure if it’s a lead (for example, the lead didn’t supply enough info), we will send an email to the address you specified in the My Account area in Top Producer CRM.
I'm already an existing FiveStreet customer and use the FiveStreet email address to direct leads into Top Producer CRM. What do I need to do?
In your lead vendor site, just make sure the notification email address is set to use your FiveStreet email address.
And making sure FiveStreet sends leads to Top Producer CRM is as easy as 1-2-3:
- Sign in to your FiveStreet account.
- Go to Account > Add-Ons & Integrations.
- Beside Top Producer, click Configure > enter your Top Producer username > click Save.
If an account owner changes a team member's username, will this affect their lead notification email address? If so, what will the team member need to do?
Yes, the team member’s lead notification email address will also be changed. They just need to get their new email address and then update the lead notification email address on their lead vendor site. See steps 1 & 2 in the Using your lead notification address to funnel all leads section above for details.
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