Luxury Presence + Wise Agent CRM
Add new Luxury Presence leads to Wise Agent CRM as leads
Effortlessly manage your growing client list with this efficient workflow that connects Luxury Presence and Wise Agent CRM. When a new lead or lead activity occurs in Luxury Presence, the lead will be instantly added to Wise Agent CRM, ensuring seamless organization and timely follow-ups. Say goodbye to manual data entry and save valuable time with this streamlined automation.
Effortlessly manage your growing client list with this efficient workflow that connects Luxury Presence and Wise Agent CRM. When a new lead or lead activity occurs in Luxury Presence, the lead will be instantly added to Wise Agent CRM, ensuring seamless organization and timely follow-ups. Say goodbye to manual data entry and save valuable time with this streamlined automation.
- When this happens...New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
- automatically do this!Add Lead
Adds a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
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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
