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Wise Agent CRM logoWise Agent CRM logo

Certileads + Wise Agent CRM

Certileads + Wise Agent CRM

Manage new Certileads leads by adding or updating them as contacts in Wise Agent CRM

Effortlessly manage your leads with this workflow. When a new lead is registered in Certileads, it ensures they are immediately added or updated in your Wise Agent CRM. Benefit from a streamlined process and stay organized by always having the most up-to-date information at your fingertips. This seamless flow enhances your lead management ensuring no opportunity is ever missed again.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a New Lead is delivered.
    TriggerInstant
  2. automatically do this!
    Add Contact
    Add Contact
    Add ContactAdds a contact. If used to add contact, but finds existing contact any missing values will be filled in, but not overwritten.
    ActionWrite
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More things you can do with Certileads and Wise Agent CRM

Discover other triggers and actions you can use with Certileads and Wise Agent CRM

  • Certileads triggers, actions, and search
    New Lead

    Triggers when a New Lead is delivered.

    Trigger
    Instant
    Try It
    • Client ID
      Required
    • Address Type
      Required
    • Address Number
      Required
    • Address
      Required
    • Suite
    • City
    • State
    • Zip Code
    • Building Floor
    • Subdivision
    • P.O. Box
    • County
    • Country
    • MLS
    • Township
    Action
    Write
    • Activity Subject
      Required
    • Activity Note
      Required
    • Categories
    • Client IDs
      Required
    Action
    Write
    • Contact/Lead ID
      Required
    Action
    Write
    • Webhook Type
      Required
    Trigger
    Instant
    Try It
    • Client ID
      Required
    • Date Visited
      Required
    • URL Visited
      Required
    • Page Name
      Required
    Action
    Write
    • ClientID
      Required
    • First Name
    • Last Name
    • Email Address
    • Home Phone
    • Mobile Phone
    • Work Phone
    • Company
    • Address Number
    • Suite Number
    • Address
    • City
    • State
    • Zip Code
    • County
    • Country
    • Subdivision
    • BuildingFloor
    • Contact Status
    • Rank
    • InsideTeamId
    • Remove Categories
    • Add Categories
    • Dnc
    Action
    Write
    • Phone
      Required
    Action
    Write
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About Certileads
Certileads facilitates connections between Real Estate Agents and individuals looking to buy or sell homes in the United States.
HelpHelp
Related categories
Ads & Conversion
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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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Related categories
CRM (Customer Relationship Management)
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