SetSchedule + Top Producer

SetSchedule + Top Producer integrations

Create contacts in Top Producer from new opportunities in SetSchedule

Effortlessly manage your sales pipeline with this SetSchedule and Top Producer integration. When a new opportunity arises in SetSchedule, this workflow will create a contact in Top Producer, ensuring your potential clients are always up-to-date and organized. Say goodbye to manual data entry and let this automation streamline your sales process for maximum efficiency.

When this happens...
New OpportunityTriggers when a new opportunity is created.
TriggerInstant
automatically do this!
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.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with SetSchedule and Top Producer

Discover other triggers and actions you can use with SetSchedule and Top Producer

New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
- Type
  Required
- Full Name
  Required
- Email
- Phone
- Address Line
- City
  Required
- State
  Required
- Region
- Zip
  Required
- Latitude
  Required
- Longitude
  Required
- Price
- Notes
- Temperature
  Required
- Next Activity
- Schedule To
Action
Write
- Type
- Full Name
- Email
- Phone
- Address Line
- City
- State
- Region
- Zip
- Price
- Latitude
- Longitude
Action
Search

Opportunity Updated
Triggers when an opportunity was updated.
Trigger
Instant
Try It
- Opportunity ID
  Required
- Notes
  Required
- Temperature
- Next Activity
- Schedule To
  Required
Action
Write
- Lead Provider
- Contact ID
- First Name
- Last Name
- Home Phone
- Mobile Phone
- Work Phone
- Email
- Subject
- Message
- Role
- Source
- Subsource
- Date/Time
- Contact Status
- Financing Approved
- Interest Level
- Timeframe
- Street Address - Primary Property
- City - Primary Property
- State/Prov - Primary Property
- Zip/Postal Code - Primary Property
- MLS Number - Inquiry Property
- Street Address - Inquiry Property
- City - Inquiry Property
- State/Prov - Inquiry Property
- Zip/Postal Code - Inquiry Property
- Beds
- Baths
- Square Feet
- Listing Price
- Listing URL
- Area of Interest
- Beds
- Baths
- Min Price
- Max Price
- Square Feet
- Property Type
Action
Write

About SetSchedule

SetSchedule is a revolutionary real estate data platform that allows you to grow your business with leads and tools made for you.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Top Producer

Top Producer is a real estate CRM that simplifies the follow-up process so you can focus on what matters most—building lifelong relationships with your customers.