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Calendly + Wise Agent CRM

Create leads in Wise Agent CRM for new Calendly invitees

Effortlessly add new leads to your Wise Agent CRM whenever an invitee schedules a meeting through Calendly. This automation ensures that every booking becomes a potential lead in your CRM, streamlining your process and helping you stay organized. Focus on growing your business instead of updating your CRM manually.

Effortlessly add new leads to your Wise Agent CRM whenever an invitee schedules a meeting through Calendly. This automation ensures that every booking becomes a potential lead in your CRM, streamlining your process and helping you stay organized. Focus on growing your business instead of updating your CRM manually.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    Wise Agent CRMWise Agent CRM
    Add Lead

    Adds a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • First 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

    Action
    Write
calendly logo
calendly logo

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
Learn moreHelp

Related categories

  • Scheduling & Booking
wise-agent-crm logo
wise-agent-crm logo

About Wise Agent CRM

Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.

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