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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 Vendasta with Wise Agent CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Vendasta

A trigger is an event that starts your Zap and runs the workflow. For example, with Vendasta, a trigger could be "Setup Vendasta as Trigger."
A trigger is the event that kicks off your automated workflow.

Setup an action from Wise Agent CRM

An action is what takes place after the automation is triggered. For example, with Wise Agent CRM, the action could be "Get Lead/Contact by ID."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Vendasta to Wise Agent CRM

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Triggers and actions are the main components of every automated workflow.

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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

Make work flow with AI

Level up your Vendasta 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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Connect Vendasta 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.

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.

    • Note for Vendasta App as trigger
    Trigger
    Polling
    Try It
    • Automation ID
      Required
    Action
    Write
    • Create or update note
    • External ID
    • Platform account group ID
    • Company name
    • Street address line 1
    • Street address line 2
    • City/locality
    • State/province/region
    • Country
    • Zip/postal code
    • Additional Fields
    • Search note
    • Additional Search Fields
    • upsert_note
    • Overwrite Existing Data
    • Associate a Contact
    • Company or Contact IDs
      Required
    • Return note
    • Return Fields
    Action
    Write
    • Webhook Type
      Required
    Trigger
    Instant
    Try It
    • Company or Contact IDs
      Required
    • Choose activity type
      Required
    • Check for existing activity based on an external identifier
    • Add team members
    • Add tags
    Action
    Write
    • Account ID
    • Customer Identifier
    • Search Existing
    • Business Name
    • Website
    • Categories
    • Country/Region
    • Address
    • State
    • City
    • Zip
    • Latitude
    • Longitude
    • Business Phone Number
    • Business Email
    • Toll Free Number
    • Short Description
    • Long Description
    • Facebook URL
    • Foursquare URL
    • LinkedIn URL
    • Twitter URL
    • Pinterest URL
    • Instagram URL
    • YouTube URL
    • Custom Fields
    • Return note
    • Return Fields
    Action
    Write
    • Create or update note
    • External ID
    • Email
    • Phone Number
    • First Name
    • Last Name
    • Job Title
    • Additional Fields
    • Search note
    • Additional Search Fields
    • upsert_note
    • Overwrite Existing Data
    • Associate a Contact
    • Company or Contact IDs
      Required
    • Return note
    • Return Fields
    Action
    Write
    • Contact/Lead ID
      Required
    Action
    Write
vendasta logo
vendasta logo
About Vendasta
Vendasta provides a single place for your sales teams to view key information about your customers.
Related categories
Sales & CRM
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 more
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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