Wheelbase + Wise Agent CRM
Add/update leads/contacts in Wise Agent CRM with new or updated reservations from Wheelbase
When a new or altered booking takes place in Wheelbase, let this workflow update or add leads or contacts in Wise Agent CRM for you. This automation ensures that your customer information in Wise Agent CRM is always up-to-date as per your Wheelbase bookings, eliminating the hassle of manual information updates. Stay organized and boost your efficiency by keeping all your systems continuously updated with every reservation change.
When a new or altered booking takes place in Wheelbase, let this workflow update or add leads or contacts in Wise Agent CRM for you. This automation ensures that your customer information in Wise Agent CRM is always up-to-date as per your Wheelbase bookings, eliminating the hassle of manual information updates. Stay organized and boost your efficiency by keeping all your systems continuously updated with every reservation change.
- When this happens...New or Updated Reservation
Triggers when a new reservation is created or when a reservation's status changes.
- automatically do this!Add/Update Lead/Contact
Adds or updates a lead.
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Status
Try ItNew Message
Triggers when a new message is created.
Try ItVehicleRequired
Start DateRequired
End DateRequired
Renter TypeRequired
EmailRequired
First Name
Last Name
Phone
Locale
Street Address
Apartment/Suite/Other
City
State
Postal Code
County
Country
New Customer
Triggers when a new customer is created.
Try ItNew Rental
Triggers when a new rental is created.
Try ItReservationRequired
Vehicle
Start Date
End Date
Pickup Street Address
Pickup Apartment/Suite/Other
Pickup City
Pickup State
Pickup Postal Code
Pickup Country
Pickup Latitude
Pickup Longitude
Dropoff Street Address
Dropoff Apartment/Suite/Other
Dropoff City
Dropoff State
Dropoff Postal Code
Dropoff Country
Dropoff Latitude
Dropoff Longitude
Name of VehicleRequired
TypeRequired
Vehicle Year
Vehicle MakeRequired
Vehicle modelRequired
Location
Description
