Top Producer Google Sync seamlessly syncs your Google calendar events and contacts with Top Producer CRM. Once you have completed the initial setup, syncs occur automatically in the background. Staying on top of your calendar and contacts has never been easier! You can also copy email you send/receive in Gmail to Top Producer CRM for your records.
Sync your Google Calendar with Top Producer CRM
Top Producer Google Sync allows you to sync your appointment details between Top Producer and the Google Calendar. Once you have selected the calendar you want to sync with, new appointments you create and changes you make to existing appointments will automatically be synced.
Sync your Google Contacts with Top Producer CRM
Top Producer Google Sync allows you to sync your contact details, including name, address and contact information. Once you have completed the initial setup, you can select which contacts you want to sync. You can also set that new contacts you create in Top Producer are automatically set to sync—no more duplicate data entry!
Copy email you send/receive in Gmail to Top Producer CRM
You can copy email you send/receive in Gmail to Top Producer for your records. Once enabled, simply assign the appropriate label to email in Gmail to copy it to Top Producer. Copied email will appear in the Activities tab in the Top Producer Contact Record for all those associated with the email.
Automatic syncs ensure your data is up to date
Once you have completed the setup and selected the Google calendar and contacts you want to sync, syncs occur automatically at scheduled times. View the last sync time and when the next is scheduled from the Google Sync menu in Top Producer CRM. You can also manually start a sync from this menu by clicking Start sync now.
Once you set up Top Producer Google Sync, you can choose to set up the Google Sync service on your mobile device for additional functionality. If you set this up, not only will your appointments and contacts be synced between Top Producer CRM and Google, your device’s native calendar app and address book will be synced too! You’ll also receive mobile alert reminders for your appointments, call display for incoming calls, and be able to access your Top Producer CRM/Google contacts and calendar without a data connection. For more information on the benefits and how to set it up, see the End-to-End Sync with Google Sync article.
Note: Adding Google Sync on your mobile device is just an option that will give you additional benefits. You do not need to set this up in order to sync your contacts/calendar between Top Producer CRM and Google, or copy email you send/receive in Gmail to Top Producer CRM.