Connect Propertybase Go with zipForm! Track and manage all transaction information and activities, from listing to close, with zipForm.
You can connect PBGO with zipForm in the Transactions section of your account. Once connected you can then create a transaction in PBGO for zipForm. Follow the steps below to complete that process.
Note: To connect to zipForm, you must have an active zipForm account. Click here to learn more about zipForm and to setup your account.
Once the integration with zipForm has been completed, you'll have a couple of ways to create a transaction. You can do it via the Contacts, Listings, Transactions sections, or the Quick Action menu.
- Contacts: Locate the contact, type in the address that's associated with the transaction, select the transaction side and create the transaction:
- Listings: Locate the listing, type in the contact name that's associated with the transaction, select the transaction side and create the transaction:
- Transactions: Click on Create then type in the property address, and contact name, and select the transaction side then create the transaction:
Once the transaction is created, you can click the address and it will open the transaction within zipForm.
You can also add a second person to the transaction within zipForm. This will create a new contact within PBGO by using the name and email address.
Done! You have now created a transaction within zipForm!