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Connect Stan and Wise Agent CRM to power AI-driven automation

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Stan with Wise Agent CRM - no code necessary. See how you can get setup in minutes.

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Stan
Stan logo
Stan
1. Choose trigger event
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Wise Agent CRM
Wise Agent CRM logo
Wise Agent CRM
2. Choose action
Stan logo
1. Select the event
Setup
Test
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Stan
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Customer" from Stan.

Add your action

An action happens after the trigger—such as "Get Lead/Contact by ID" in Wise Agent CRM.

You’re connected!

Zapier seamlessly connects Stan and Wise Agent CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Product (optional)
    Trigger
    Polling
    Try It
  • Stan triggers, actions, and search
    New Membership

    Triggers when a customer purchases a recurring membership.

    Trigger
    Polling
    Try It
    • 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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Stan and Wise Agent CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Stan on the Zapier blog

Make work flow with AI

Level up your Stan to Wise Agent CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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About Stan
Designed for Creators to set up their Stan Automations
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About Wise Agent CRM
Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.
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