Connect Top Producer® CRM to other apps and automate your workflows

May 13, 2019

It’s likely your busiest time of the year, so hearing the word “automation” just may be music to your ears.

We’re pleased to announce our Zapier integration is now good to go, which means you can connect Top Producer® CRM to other applications and automate your workflows in a matter of minutes.


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What is Zapier?

While Top Producer® CRM integrates with many applications—Mailchimp, BombBomb, and over 150 lead sources to name a few—Zapier helps out with the ones we don't currently support.

Zapier acts like a connector and moves info between your apps automatically, taking care of the tedious stuff for you, like data entry.

Just create a “zap” in Zapier to connect 2 apps, and then set a trigger in one app to cause an action in another.

 

Here are a couple of sample zaps for inspiration:

Connect Google Sheets to Top Producer® CRM

Trigger: You can set it up so that all of the leads from your open house Google Form…

 Action: Will automatically flow to Top Producer® CRM, where a new contact record will be created that contains all available info.

 

Connect your Facebook ads to Top Producer® CRM

 Trigger: You can set it up so that all of the leads from your Facebook ad…

 Action: Will automatically flow to Top Producer® CRM, where a new contact record will be created that contains all available info.

 

Sounds great. How do I connect Top Producer® to Zapier?

Easy! Just log in or sign up for a Zapier account and connect with Top Producer® in the Zapier app store.   

​For more info on how to build a zap, including how to set triggers and actions, see this article

And once your Top Producer® account is connected, then you can start creating zaps to your ’s content! Here’s a list of the 1000+ apps Zapier supports so you can start bridging the gap between Top Producer® CRM and the other programs you use. Then you'll have more time to focus on what really matters—building relationships and servicing your clients.

 

Need help? We’re here for you. Give us a call at 1-800-830-8300.

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