Tally + Top Producer
Create Top Producer contacts from new Tally submissions
Easily manage and organize your leads with this seamless workflow between Tally and Top Producer. When a new submission is received in Tally, a contact is instantly created in Top Producer, ensuring a streamlined process for keeping your contacts up-to-date. Stay on top of your lead generation and enhance your productivity with this efficient automation.
Easily manage and organize your leads with this seamless workflow between Tally and Top Producer. When a new submission is received in Tally, a contact is instantly created in Top Producer, ensuring a streamlined process for keeping your contacts up-to-date. Stay on top of your lead generation and enhance your productivity with this efficient automation.
- When this happens...New Submission
Triggers when a new form submission is received.
- 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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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
