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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.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Add/Update Lead/ContactAdds or updates a lead.
ActionWrite

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More things you can do with involve.me and Wise Agent CRM

Discover other triggers and actions you can use with involve.me and Wise Agent CRM

- involve.me Funnel
  Required
Trigger
Instant
Try It
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
- Webhook Type
  Required
Trigger
Instant
Try It
- Client ID
  Required
- Date Visited
  Required
- URL Visited
  Required
- Page Name
  Required
Action
Write
- Contact/Lead ID
  Required
Action
Write

- Email
  Required
Action
Write

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
- 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
- Phone
  Required
Action
Write
- 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

About involve.me

involve.me is a AI quiz funnel builder with built-in email automation. Create quizzes, assessments, calculators & forms with personalized email sequences.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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About Wise Agent CRM

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