Zapier integration allows Top Producer CRM to receive leads from almost any Zapier compatible application. Receive leads from Facebook, Google, LinkedIn, and more!
To connect an application to Top Producer CRM through Zapier, follow these steps:
Click the special invite link here or copy and paste the following address into your browser’s address bar:
- Log in to Zapier if prompted, then on the invite landing page click Accept Invite & Build a Zap.
- Click Make a Zap! in the top right corner.
Choose the trigger app (where your leads are coming from i.e. Facebook) to connect to Top Producer CRM, and follow the prompts until you reach the Almost finished here! screen. Click Your Zap currently lacks an Action step. Add one now!.
On the Choose an Action App screen, search for and select Top Producer.
Follow the prompts to the Set up Top Producer Lead screen. Here you will map the incoming data from your trigger app to the fields of a Top Producer CRM contact record. Click the plus sign next to a field to choose the incoming data to map.
Once you’re done mapping data, click Continue at the very bottom of the page.
Follow the prompts to finalize your Zap. On the Ready to turn on your Zap? screen, click the Your Zap is toggle to change it from Off to On.
Congratulations! Your Zap is now working, and will create new contacts in Top Producer CRM based on the steps you set up.
For further assistance with Zapier, please visit Integration Help & Support.