Transactions (zipForm Edition)
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Google Calendar
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Google Contacts
  • Get Organized
  • Have an accurate and updated schedule
  • Ongoing contact sync to your smartphone
  • Caller ID is up to date and accurate when clients call
Find your ZipForm username and password here
Case Studies and ExamplesFAQ

Plan out your days and weeks more effectively: A productive agent was spending hours at the beginning of every week creating a calendar of deadlines and tasks for his transactions. After turning on the Transactions (zipForm Edition) and Google Calendar sync, he was able to simply see all his important dates and tasks at a glance in Google Calendar, and schedule and plan around it.

Automatically secure your contacts: After years of creating deals an agent/broker had hundreds of contacts in Transactions (zipForm Edition). Everyone she had done business with. By syncing her database of contacts to Google Contacts on her phone, she was able to have all those clients and colleagues at the tip of her fingers no matter where she was.

Plans change? No problem!: An assistant received a call that an inspection had to be rescheduled and a new inspector lined up. The assistant simply changed the date in Transactions (zipForm Edition) and updated the Inspector “Party” to the transaction. As a result the Agent’s calendar was automatically updated with the new date, and he had the contact info for the new inspector already on his phone.

What does this sync exactly?

This integration creates an ongoing sync of Transactions (zipForm Edition) Contacts to your Outlook account.

How often do syncs occur?

The sync adds the contact info or event info from Transactions (zipForm Edition) to your Outlook within 15 minutes of every addition or update, keeping them in lockstep.

How do I find my Transactions (zipForm Edition) Sign in?

The easiest way is to simply go to the login screen and click “Forgot Password” so you can reset that sign-in.

Does this sync all contacts?

It does! You can also filter so it only syncs contacts from a transactions that reach a particular status or from a specific team