Wise Agent CRM

Wise Agent CRM Integrations

  • 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

    1. Someone fills out your Zoho Form
    2. 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

    1. Someone fills out your FormForAll form
    2. 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

    1. You add a new or update and existing contact in your Google Contacts
    2. 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

    1. Someone fills out your Google form
    2. Zapier creates a new lead in your Wise Agent CRM account

    Apps involved

    • Google Forms
    • Wise Agent CRM
  • Create Wise Agent leads from new Wufoo form entries

    Reduce your workload by using this Zapier Integration to automatically transform your Wufoo form entries into Wise Agent leads. Save time, energy, and have more time for collecting leads!

    How this Wufoo-Wise Agent CRM integration works

    1. Someone fills out your Wufoo form
    2. A new lead is automatically created in your Wise Agent account

    Apps involved

    • Wufoo
    • Wise Agent CRM
  • Create Wise Agent leads from new Typeform Form entries

    Are you using forms to capture new leads? Once set up, this Zapier Integration will help you get the most out of your forms by automatically converting new entries into leads and adding then into your Wise Agent account.

    How this Typeform-Wise Agent CRM integration works

    1. Someone fills out your Typeform form
    2. Zapier creates a new lead in Wise Agent CRM

    Apps involved

    • Typeform
    • Wise Agent CRM
  • Add Wise Agent CRM leads from new Cognito form entries

    The easiest way to get your Congito form entries into Wise Agent CRM as leads is to use this integration. Once activated, this integration will create a new lead in Wise Agent CRM whenever a new Cognito form is submitted.

    How this Cognito-Wise Agent CRM integration works

    1. Someone fills out your Cognito form 2.Zapier adds a new lead to Wise Agent CRM

    Apps involved

    • Cognito
    • Wise Agent CRM
  • Add new Cloud Attract leads to Wise Agent CRM

    Integrating your Cloud Attract account with Wise Agent through Zapier can make your life easier. Once set up, this Zapier Integration will help you by automatically adding new leads into your Wise Agent account.

    How this Cloud Attract-Wise Agent integration works

    1. A new lead is captured in Cloud Attract
    2. Zapier adds a new lead to Wise Agent CRM

    Apps involved

    • Cloud Attract
    • Wise Agent
  • Create new Wise Agent CRM leads from email data parsed by Parseur

    Are you manually creating Wise Agent CRM leads that you get by email? There is a better way! Take your business automation to the next level with Zapier and Parseur. Parseur will extract the lead information from your email and then this Zapier integration will add it as a lead to Wise Agent CRM. Parseur is compatible with any real estate platform and any website that can send inquiries by email.

    How this Parseur-Wise Agent CRM integration works

    1. A new lead email is received and processed by Parseur
    2. Zapier creates a Wise Agent CRM lead

    Apps involved

    • A Parseur account with a parser already set up
    • A Wise Agent CRM account
  • Add new AWeber subscribers as Wise Agent leads

    Instantly connect with new leads who sign-up on your website. Avoid the delay of manually copying and pasting information between systems. Immediately follow-up your communication with a welcome series of emails. This Zapier integration will create a new lead in Wise Agent whenever a subscriber is created in AWeber.

  • Add new TRIBUS CRM leads to Wise Agent CRM

    Leverage Wise Agent CRM's automated lead communication features with this integration. New TRIBUS CRM leads will be created as leads in your Wise Agent CRM.

    How this TRIBUS CRM-Wise Agent CRM integration works

    1. A new lead is created in TRIBUS CRM
    2. Zapier creates a lead in Wise Agent CRM

    Apps involved

    • TRIBUS CRM
    • Wise Agent CRM
  • Create Wise Agent CRM leads from new slots filled in SignUpGenius

    Do you find yourself taking up too much time by transferring the information from those you sign up for your SIgnUpGenius events into Wise Agent CRM as leads? This Zapier integration will now create Wise Agent CRM lead entries for every new SignUpGenius slot that is filled.

    How this SignUpGenius-Wise Agent CRM integration works

    1. New slot filled in SignUpGenius
    2. Zapier adds the lead in Wise Agent CRM

    Apps involved

    • SignUpGenius
    • Wise Agent CRM
  • Add new Citrix ShareFile clients to Wise Agent CRM as leads

    If you are tired of manually creating new leads, this Zapier integration is your answer. Whenever you get a new client in Citrix ShareFile, a lead will be created in your Wise Agent CRM account for that client.

    How this Citrix ShareFile-Wise Agent CRM integration works

    1. Acquire a new Citrix ShareFile client
    2. Zapier creats a new Wise Agent CRM lead

    Apps involved

    • Citrix ShareFIle
    • Wise Agent CRM
  • Create leads in Wise Agent from new leads in Showcase IDX

    Are you searching for a more customizable solution to managing your leads? This integration sends your Showcase IDX leads to your Wise Agent account which allows you to set up drip campaigns, create lead reports and even send notifications via SMS text.

    How this Showcase IDX - Wise Agent Intregration Works

    1. New lead is created in Showcase IDX
    2. Zapier creates a new lead in Wise Agent

    Apps involved

    • Showcase IDX
    • Wise Agent

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Wise Agent CRM Integration Details

Launched on Zapier November 11, 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:

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Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.