Marketo + Wise Agent CRM

Marketo + Wise Agent CRM integrations

Add new Marketo leads to Wise Agent CRM as leads

Seamlessly streamline your marketing efforts with this workflow that connects Marketo and Wise Agent CRM. When a new lead is captured in Marketo, it will instantly add the lead to Wise Agent CRM, keeping your customer database up-to-date and allowing your team to quickly take appropriate action. Improve lead management and save valuable time by integrating these two powerful tools.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Add/Update Lead/ContactAdds or updates a lead.
ActionWrite

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More things you can do with Marketo and Wise Agent CRM

Discover other triggers and actions you can use with Marketo and Wise Agent CRM

- Form
Trigger
Polling
Try It
New Program
Triggers when a new program is created.
Trigger
Polling
Try It
- List
- Additional Fields
Trigger
Polling
Try It
- External Company ID
  Required
Action
Write
- Folder
  Required
- Name
  Required
- Program Description
- Program type
  Required
- Channel
  Required
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- E-Mail Address
  Required
- Additional fields to retrieve
Action
Search

- Company Name
  Required
- External Company ID
  Required
Action
Search or write
- Webhook Type
  Required
Trigger
Instant
Try It
- 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

- List
- Additional Fields
Trigger
Polling
Try It
- Zap_id
- Program Context
  Required
- Campaign Context
  Required
- Program Context
  Required
- Program Member Context
  Required
Trigger
Instant
Try It
- List
  Required
- Lead
  Required
Action
Write
- Partition
Action
Write
- Program
  Required
- Name
- Program Description
- Start Date
- End Date
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write
- Company Name
  Required
Action
Search
- Field to search
  Required
- Search value
  Required
- Additional fields to retrieve
Action
Search
- E-Mail Address
  Required
- Additional fields to retrieve
- Partition
Action
Search or write
- Contact/Lead ID
  Required
Action
Write

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

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Marketing Automation

Premium

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About Wise Agent CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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