Create Top Producer contacts from new client invitations in Zenlist
When a new client is invited to Zenlist, this integration will create a matching contact in Top Producer. Before turning on this template, edit the "action" section to update any fields you want completed.
When a new client is invited to Zenlist, this integration will create a matching contact in Top Producer. Before turning on this template, edit the "action" section to update any fields you want completed.
- When this happens...New and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then 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 and Updated Agents
Triggers when a new or updated agent is registered with Zenlist.
Try ItNew and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
Try ItNew Event
Triggers when a new event is registered with Zenlist.
Try ItOnly continue if...Required
New and Updated Chat Messages
Triggers when a new or updated chat message is registered with Zenlist.
Try ItNew and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
Try ItAgent EmailRequired
Client EmailRequired
Client First NameRequired
Client Last NameRequired
Client Phone
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