Popl + Wise Agent CRM
Create Wise Agent CRM leads from new Popl contacts
Easily streamline your networking experience with this workflow that connects Popl and Wise Agent CRM. When you create a new contact in the Popl app, it will seamlessly add them as a lead in your Wise Agent CRM account. This time-saving automation ensures you stay organized and efficient in managing and nurturing your professional connections.
Easily streamline your networking experience with this workflow that connects Popl and Wise Agent CRM. When you create a new contact in the Popl app, it will seamlessly add them as a lead in your Wise Agent CRM account. This time-saving automation ensures you stay organized and efficient in managing and nurturing your professional connections.
- When this happens...New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
- automatically do this!Add Lead
Adds a new lead.
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New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
Try ItNew Lead (For Your Subteam)
Triggers when any member in your subteam collects a new lead.
Try It
New Lead (For Any Team Member)
Triggers when any member of your team collects a new lead.
Try ItFirst 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
