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How Zapier works
Zapier makes it easy to integrate TrueReview with Wise Agent CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contact Type" from TrueReview.
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 TrueReview and Wise Agent CRM, automating your workflow.
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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.
- Contact Type
get all contact type
Try ItTriggerPolling - Contact name
- Contact Phone
- Contact Email
- Notes
ActionWrite- Webhook TypeRequired
Try ItTriggerInstant- 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
ActionWrite
- Drip Campaign Set
Select the drip campaign to use
Try ItTriggerPolling - Name
- Phone
- Email
- Notes
- Select Drip Campaign
- Select Contact Type
ActionWrite- Contact/Lead IDRequired
ActionWrite