How to connect Dakno + Top Producer
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- New ContactTriggers when a new contact is added.Trigger
- Form SubmittedTriggers when a form is submitted.Trigger
- Contact Status UpdateTriggers when a contact is set to status.Trigger
- Contact TaggedTriggers when a contact has tag added.Trigger
- Create/Update ContactCreates or updates an existing contact.Action
- Create a ContactCreates a new contact in Top Producer® CRM, which in turn will trigger any action plans you’ve set to automatically apply to new leads.Action
- Step 1: Authenticate Dakno and Top Producer.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.