Wheelbase + Wise Agent CRM
Wheelbase + Wise Agent CRM
Wheelbase + Wise Agent CRM integrations
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 this happens...New or Updated ReservationTriggers when a new reservation is created or when a reservation's status changes.
- automatically do this!Add/Update Lead/ContactAdds or updates a lead.
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More things you can do with Wheelbase and Wise Agent CRM
Discover other triggers and actions you can use with Wheelbase and Wise Agent CRM
- Status
Try ItTriggerPolling- New Message
Triggers when a new message is created.
Try ItTriggerPolling - VehicleRequired
- Start DateRequired
- End DateRequired
- Renter TypeRequired
ActionWrite- EmailRequired
- First Name
- Last Name
- Phone
- Locale
- Street Address
- Apartment/Suite/Other
- City
- State
- Postal Code
- County
- Country
ActionWrite
- New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - New Rental
Triggers when a new rental is created.
Try ItTriggerPolling - ReservationRequired
- 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
ActionWrite- Name of VehicleRequired
- TypeRequired
- Vehicle Year
- Vehicle MakeRequired
- Vehicle modelRequired
- Location
- Description
ActionWrite
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About Wise Agent CRM
Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.
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