Office 365—just a click or 2 will do

Get our top posts via Facebook Messenger

Stay up-to-date with the latest tips, tricks, product news and webinars, and even chat with our support team directly via Facebook messenger.

If you use Office 365, go ahead—do a little happy dance.

You can now seamlessly manage your Office 365 contacts in Top Producer CRM! It takes about 2 seconds to set up—a click of a button sends all your Office 365 contacts to Top Producer CRM, and automatic updates ensure everything stays current. Ah, simplicity.

Not only that, but you can keep on top of all your appointments by adding your Top Producer CRM calendar to your Office 365 calendar! Just grab a link in Top Producer CRM and go.

So enough with the chit chat, let’s do this.

To set up the contact integration:

Go to the Settings area in Top Producer CRM > click the Integrations tab > select the Office 365 (Outlook) option > then click Sign in to Office 365.

Office 365 setup

Once you grant access, click Pull Contacts Now to get all of your Office 365 contacts in to Top Producer CRM, or do it later by clicking Office 365 > Start update now.

Pull contacts

(Didn’t I say this was easy?)

To set up the Calendar Feed:

Go to the Settings area in Top Producer CRM > click the Integrations tab > click the Copy button in the Calendar Feed section.
Calendar Feed

Now you can paste the URL into your Office 365 calendar:

a. Open your calendar in Office 365.

b. On the Outlook navigation bar, click the App Launcher app icon > then click Calendar.

c. Click Add calendar > From internet.

d. Paste the link you copied from Top Producer CRM (CTRL + V on Windows; CMD + V on a Mac).

e. Click Save.

And that’s it! If you have any questions, check out this article. Now go do your happy dance!

Tags: , , , ,
Write your opinion the title here
  • Carol mazur

    So happy that TOP PRODUCER® now has this great new feature. It will be much easier now to help our Real Estate Coaching clients get to the next level without having to give up office 365.

  • Gene Buckalew

    Thanks for the update. This is a great improvement and it will make it easier for me to communicate with my clients.

Leave your comment