How to connect Paperless Pipeline + Wise Agent CRM
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Choose a Trigger
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This Zap will only be triggered by transactions whose status is changed to the exact status selected below.
The lead's first name. If the source has a "full name" field instead of a first and last name, put the full name here.
Note where the lead came from. Example: "Contact us - mywebsite.com".
Add which categories you would like your lead to be in Example: leads.
How Paperless Pipeline + Wise Agent CRM Integrations Work
- Step 1: Authenticate Paperless Pipeline and Wise Agent CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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