Wise Agent CRM Integrations
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Add new Office 365 contacts to Wise Agent as leads
Entering the same contact info on two different apps isn't an efficient use of your time. Let Zapier automation do that work for you! Set up this integration and, from then on, whenever a new contact is added on Office 365, we'll add their details to Wise Agent as a lead, saving you the trouble of having to do it yourself.
How this Office 365-Wise Agent CRM integration works
- A new contact is added on Office 365
- Zapier creates a matching lead in Wise Agent
Apps involved
- Office 365
- Wise Agent CRM
Create Wise Agent leads from new Zoho Form entries
Reduce the time you spend transferring your leads into Wise Agent. A new lead will be created every time someone fills out your Zoho form after connecting Zoho to your Wise Agent account. Duplicate contacts will not be added as leads.
How this Zoho Forms-Wise Agent integration works
- Someone fills out your Zoho Form
- A new lead is automatically created in your Wise Agent account
Apps involved
- Zoho Froms
- Wise Agent
Add Wise Agent leads from new FormForAll form submissions
Easily generate new leads in Wise Agent CRM. After connecting FormForAll to your Wise Agent account, every time someone fills out your FormForAll form, a new lead will be created in Wise Agent for you. You will be able to then set up lead rules from within Wise Agent to get notification, automate a response to the lead and add them to a drip campaign.
How this FormForAll-Wise Agent CRM integration works
- Someone fills out your FormForAll form
- Zapier creates a new Wise Agent CRM lead
Apps involved
- FormForAll
- Wise Agent CRM
Create Wise Agent CRM leads from new or updated Google Contacts
Easily add new contacts in Wise Agent CRM. With this Zapier integration, every time a new contact is added or an existing contact is created in your Google Contacts, a new lead will be created in Wise Agent for you.
How this Google Contacts-Wise Agent CRM integration works
- You add a new or update and existing contact in your Google Contacts
- Zapier creates a new lead in Wise Agent CRM
Apps involved
- Google Contacts
- Wise Agent CRM
Create Wise Agent CRM leads from new Google Form submissions
Easily generate new leads in Wise Agent CRM by connecting Google Forms to your account. When a Google Form receives a new submission, a new lead will be created in your Wise Agent CRM account. This integration will not create new leads for contacts that already exist in your Wise Agent CRM account.
How this Google Forms-Wise Agent CRM integration works
- Someone fills out your Google form
- Zapier creates a new lead in your Wise Agent CRM account
Apps involved
- Google Forms
- Wise Agent CRM
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Wise Agent CRM Integration Details
Launched on Zapier December 14, 2016
Zapier combines Triggers (like "New Subscriber") and Actions (like "Add Lead") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Wise Agent CRM Triggers, Searches, and Actions are supported by Zapier:
Adds a new lead.
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