SetSchedule + Top Producer
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.
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 Opportunity
Triggers when a new opportunity is created.
- automatically do this!Create a Contact
Creates a new contact in Top Producer® CRM, which in turn will trigger any action plans you’ve set to automatically apply to new leads.
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New Opportunity
Triggers when a new opportunity is created.
Try ItTypeRequired
Full NameRequired
Email
Phone
Address Line
CityRequired
StateRequired
Region
ZipRequired
LatitudeRequired
LongitudeRequired
Price
Notes
TemperatureRequired
Next Activity
Schedule To
Type
Full Name
Email
Phone
Address Line
City
State
Region
Zip
Price
Latitude
Longitude
Opportunity Updated
Triggers when an opportunity was updated.
Try ItOpportunity IDRequired
NotesRequired
Temperature
Next Activity
Schedule ToRequired
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
