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How to Use Contact Cloud Services with zipForm®

Step 1:
Log into zipForm® Plus and click on the Contacts tab.

Step 2:
Then click on zipLogix Contacts to see the Contacts Cloud Services.

Note: You can choose Contacts from Google, Yahoo, MS Live, Office 365 and Top Producer.

Select the Cloud Service you would like to integrate with zipForm®.


Google Contacts:
Input your Email address and click Next.

Then, input your password and click Sign in.

Review the permissions needed for zipForm® and click Allow to continue.

After clicking Add, you will see your contacts appear in zipForm®.


Yahoo! Contacts:
Input your Email address and click Next.

Then, input your password and click Sign in.

Review the permissions needed for zipForm® and click Agree to continue.

After clicking Add, you will see your contacts appear in zipForm®.


MS Live Contacts:
Input your Email address and password. Click Next.

Review the permissions needed for zipForm® and select Yes to allow access.

After clicking Yes, you will see your contacts appear in zipForm®.


Office 365 Contacts:
Input your Email address and password. Click Sign in.

Review the permissions needed for zipForm® and select Yes to allow access.

After clicking Yes, you will see your contacts appear in zipForm®.


Top Producer Contacts:
Input your Top Producer User Name and the First Name or Last Name of the Contact you would like to add. Click Submit when you are ready.

After clicking Submit, you will see your contacts appear in zipForm®.


 
 

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