Import lead details to Top Producer

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    justinwerner
    Asked on December 16, 2012 at 05:57 PM

    I would like to request that the details of a lead filled out by a prospective client from one of your forms be able to be imported automatically into Top Producer 8i. Thank you.

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    jonathan
    Answered on December 16, 2012 at 06:22 PM

    Hi,

    Thank you for this information.

    I will forward your request on JotForm integration on Top Producer 8i CRM to our next level support. Please be inform that we do not have a time table for when this will be incorporated (and it will still be subjected for approval). But I assure you that we will all be informed immediately when this is available.

    As an alternative you may also want to check this JotForm blog for the integrations already available to JotForm.

    I am not very familiar with top producer 8i, but maybe if you are looking to import data from jotform into top producer -- the method I see this possible is downloading the CSV data submissions from JotForm and import it to top producer.

    Thanks. 

  • Profile Image
    justinwerner
    Answered on December 19, 2012 at 11:32 AM

    Got this from Top Producer:

     

    Justin,

    In order for Top Producer to automatically receive leads from a lead provider, there needs to be a link setup between our two systems.  Please forward the following link to your representative at jotform.com so we know who to contact to discuss setting up lead integration. 

    Here is the link: http://www.topproducer.com/campus/top-producer/setup/lead-providers/lts-integration-inquiry/
     

     

    Thank you for choosing Top Producer,

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    Welvin
    Answered on December 19, 2012 at 12:02 PM

    Hi Justin,

    Thank you for the information. A request about this feature is already opened but as to what my colleague said, we cannot provide you a time frame to when this feature will be implemented. Rest assured that we will inform you when this feature is available.

     

    Thanks