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, and 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 the 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 it 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 the 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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