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Capsule CRM + Wise Agent CRM

Create Wise Agent CRM leads from new or updated Capsule CRM contacts

Effortlessly maintain your Capsule CRM and Wise Agent CRM contacts with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, this automation will create a lead in Wise Agent CRM. Keep your contacts organized and never miss an opportunity to connect with potential leads.

Effortlessly maintain your Capsule CRM and Wise Agent CRM contacts with this seamless workflow. Whenever a new or updated contact is added in Capsule CRM, this automation will create a lead in Wise Agent CRM. Keep your contacts organized and never miss an opportunity to connect with potential leads.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    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?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About Wise Agent CRM

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

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