Easily integrate CallAction and Top Producer Real Estate CRM
Using our powerful API integration you can have every inbound call, text message or email lead automatically imported directly into your Top Producer CRM.
Every activity such as full call recording transcriptions, text messages, notes on CallAction is automatically logged directly into your real estate CRM.
Set Up Top Producer API Integration
Login to your CallAction
Click on your "Name" at the top right
Scroll down and click on "Integrations"
Click on "Top Producer" button
Enter your Top Producer user name
Click "Save All Changes"
Option: "Collect All". If you want all leads from every CallAction phone number imported into Top Producer, turn "Collect All" to "On". If not, you can do individually per each CallAction Phone Number.
Click "Save All Changes" and you will see "Top Producer is Now Connected"
Next, set up Top Producer Integration on each CallAction phone number
Click "Phone Numbers"
Click "Manage" on your CallAction phone number
Click "Call Settings"
Scroll down to "Top Producer" slider
Click slider to "On"
Congratulations, you have now fully integrated your Top Producer real estate CRM with CallAction.
You may also integrate Top Producer with CallAction using email parse and your dedicated Top Producer email address.
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