ShareFile + Wise Agent CRM
Add new ShareFile clients to Wise Agent CRM as leads
If you are tired of manually creating new leads, this Zapier integration is your answer. Whenever you get a new client in ShareFile, a lead will be created in your Wise Agent CRM account for that client.
If you are tired of manually creating new leads, this Zapier integration is your answer. Whenever you get a new client in ShareFile, a lead will be created in your Wise Agent CRM account for that client.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Add Lead
Adds a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
New Client
Triggers when a new client is created.
Try ItFolderRequired
DescriptionRequired
Note NameRequired
Parent FolderRequired
NameRequired
Description
FolderRequired
FileRequired
FolderRequired
Try ItFolderRequired
URL NameRequired
UrlRequired
Description
EmailRequired
First NameRequired
Last NameRequired
Company
PasswordRequired
Can Reset PasswordRequired
Can View SettingsRequired
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
About ShareFile
Securely send, store, and share files – plus discover document workflows designed to improve your client experience.
Related categories
About Wise Agent CRM
Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.
