involve.me + Wise Agent CRM
Create or update Wise Agent CRM leads/contacts from new completed involve.me submissions
Ensure a seamless workflow between involve.me and Wise Agent CRM with this automation. Once set up, each time a new submission is completed in involve.me, a lead or contact will be added or updated in Wise Agent CRM. This efficient process allows for timely data management, keeping your CRM up-to-date and ensuring no lead falls through the cracks.
Ensure a seamless workflow between involve.me and Wise Agent CRM with this automation. Once set up, each time a new submission is completed in involve.me, a lead or contact will be added or updated in Wise Agent CRM. This efficient process allows for timely data management, keeping your CRM up-to-date and ensuring no lead falls through the cracks.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Add/Update Lead/Contact
Adds or updates a lead.
- Free forever for core features
- 14 day trial for premium features & apps
involve.me FunnelRequired
Try ItOrganizationRequired
EmailRequired
TagRequired
Webhook TypeRequired
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
OrganizationRequired
EmailRequired
OrganizationRequired
EmailRequired
TagRequired
Contact/Lead IDRequired
