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Jotform + Wise Agent CRM

Create leads in Wise Agent CRM from new Jotform submissions

Effortlessly manage your leads with this Jotform and Wise Agent CRM automation. When a new submission is received on Jotform, a lead will be added to Wise Agent CRM, ensuring no potential client falls through the cracks. Stay organized and never miss an opportunity to connect with your leads again.

Effortlessly manage your leads with this Jotform and Wise Agent CRM automation. When a new submission is received on Jotform, a lead will be added to Wise Agent CRM, ensuring no potential client falls through the cracks. Stay organized and never miss an opportunity to connect with your leads again.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    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?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    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
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn moreHelp

Related categories

  • Forms & Surveys

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wise-agent-crm logo
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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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