Agent 3000 + Wise Agent CRM
Add new Agent 3000 contacts to Wise Agent CRM as leads
When a new contact is added in the Agent 3000 platform, this workflow ensures that the same contact is seamlessly created as a lead in the Wise Agent CRM. It acts as an efficient bridge between the two platforms and eliminates time-consuming, manual data input. Promptly migrate your Agent 3000 contacts to Wise Agent CRM, focusing more on customer follow-ups and less on data management tasks.
When a new contact is added in the Agent 3000 platform, this workflow ensures that the same contact is seamlessly created as a lead in the Wise Agent CRM. It acts as an efficient bridge between the two platforms and eliminates time-consuming, manual data input. Promptly migrate your Agent 3000 contacts to Wise Agent CRM, focusing more on customer follow-ups and less on data management tasks.
- When this happens...New Contact
Triggers when a new contact is created. Also triggers when new leads come in from your landing pages or website.
- automatically do this!Add Lead
Adds a new lead.
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New Contact
Triggers when a new contact is created. Also triggers when new leads come in from your landing pages or website.
Try ItFirst Name
Last Name
Email Address
Home Phone
Cell Phone
Business Phone
Fax Number
Company
Address
Suite Number
City
State
Zip Code
Source
Website
Categories
Note
First NameRequired
Last Name
EmailRequired
Phone Number
Street Address
Street Address 2
City
State
Zip Code
Country
Note
Source
Group
Auto Email
Auto SMS Text Message
