Paperless Forms + Wise Agent CRM

Create new Wise Agent CRM leads from Paperless Forms entries

Effortlessly streamline your lead management process with this Paperless Forms and Wise Agent CRM integration. When a new entry is submitted via Paperless Forms, this workflow will automatically create a lead in Wise Agent CRM, ensuring that you can quickly respond to potential clients while keeping your CRM data up to date. Save time and focus on nurturing your leads with this seamless automation.

Effortlessly streamline your lead management process with this Paperless Forms and Wise Agent CRM integration. When a new entry is submitted via Paperless Forms, this workflow will automatically create a lead in Wise Agent CRM, ensuring that you can quickly respond to potential clients while keeping your CRM data up to date. Save time and focus on nurturing your leads with this seamless automation.

  1. When this happens...
    Paperless FormsPaperless Forms
    New Entry (Rest)

    Triggers when a new entry is submitted.

    TriggerInstant
  2. automatically do this!
    Wise Agent CRMWise Agent CRM
    Add/Update Lead/Contact

    Adds or updates a lead.

    ActionWrite
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Supported triggers and actions

    • Webhook TypeRequired

    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
paperless-forms logo
paperless-forms logo

About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.

Related categories

  • Forms & Surveys

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wise-agent-crm logo
wise-agent-crm logo

About Wise Agent CRM

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

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