Paperless Pipeline + Wise Agent CRM Integrations
How to connect Paperless Pipeline + Wise Agent CRM
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Choose a Trigger
Start here
Start here
Choose an Action
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Status
This Zap will only be triggered by transactions whose status is changed to the exact status selected below.
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First Name
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.
Last Name
Email Address
Home Phone
Cell Phone
Business Phone
Fax Number
Company
Address
Suite Number
City
State
Zip Code
Source
Note where the lead came from. Example: "Contact us - mywebsite.com".
Website
Categories
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.
About Paperless Pipeline
Paperless Pipeline is a real estate transaction and commission management system for agents & brokers.
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