Stan + Wise Agent CRM

Stan + Wise Agent CRM integrations

Create new leads in Wise Agent CRM for your new customers from Stan

Increase your efficiency with this streamlined process. Whenever a new customer appears in your Stan app, their information is immediately sent over to Wise Agent CRM as a new lead. This seamless connection ensures you don't miss a single potential client, improving your response time and customer service. A great solution for businesses looking to optimize their CRM processes and stay on top of new opportunities.

When this happens...
New CustomerTriggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
TriggerPolling
automatically do this!
Add/Update Lead/ContactAdds or updates a lead.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Stan and Wise Agent CRM

Discover other triggers and actions you can use with Stan and Wise Agent CRM

- Product (optional)
Trigger
Polling
Try It
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

Cancelled Membership
Triggers when a customer's cancelled membership expires.
Trigger
Polling
Try It
Pre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
Trigger
Instant
Try It
- Contact/Lead ID
  Required
Action
Write

About Stan

Designed for Creators to set up their Stan Automations

Learn moreLearn moreHelpHelp

Related categories

App Builder

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Wise Agent CRM

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