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Stan + Wise Agent CRM

Stan + Wise Agent CRM

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.

  1. When this happens...
    New Customer
    New Customer
    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
  2. automatically do this!
    Add/Update Lead/Contact
    Add/Update Lead/Contact
    Add/Update Lead/ContactAdds or updates a lead.
    ActionWrite
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  • 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
  • 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
    • Client ID
      Required
    • Date Visited
      Required
    • URL Visited
      Required
    • Page Name
      Required
    Action
    Write
  • Stan triggers, actions, and search
    Cancelled Membership

    Triggers when a customer's cancelled membership expires.

    Trigger
    Polling
    Try It
  • Stan triggers, actions, and search
    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
    • Client ID
      Required
    • Address Type
      Required
    • Address Number
      Required
    • Address
      Required
    • Suite
    • City
    • State
    • Zip Code
    • Building Floor
    • Subdivision
    • P.O. Box
    • County
    • Country
    • MLS
    • Township
    Action
    Write
    • Activity Subject
      Required
    • Activity Note
      Required
    • Categories
    • Client IDs
      Required
    Action
    Write
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stan-creator logo
About Stan
Designed for Creators to set up their Stan Automations
Learn moreLearn moreHelpHelp
Related categories
App Builder
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wise-agent-crm logo
wise-agent-crm logo
About Wise Agent CRM
Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Forms integrationsZapier Forms integrations
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier