Popular ways to use Wise Agent CRM workflows

• Create Wise Agent leads from new Wufoo form entries

  

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  Wufoo, Wise Agent CRM

  Wufoo + Wise Agent CRM

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  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Add Lead

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  Create Wise Agent leads from new Wufoo form entries

  

  by Zapier

  Zapier

  Create Wise Agent leads from new Wufoo form entries

  Try it

  • 
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  Wufoo, Wise Agent CRM

  Wufoo + Wise Agent CRM

• Create Wise Agent CRM leads from new or updated Google Contacts

  

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  Google Contacts, Wise Agent CRM

  Google Contacts + Wise Agent CRM

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     When this happens

     Step 1: New or Updated Contact

  2. 

     Then do this

     Step 2: Add Lead

  See Zap detailsTry it

  Create Wise Agent CRM leads from new or updated Google Contacts

  

  by Zapier

  Zapier

  Create Wise Agent CRM leads from new or updated Google Contacts

  Try it

  • 
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  Google Contacts, Wise Agent CRM

  Google Contacts + Wise Agent CRM

• Add Wise Agent CRM leads from new Cognito form entries

  

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  Cognito Forms, Wise Agent CRM

  Cognito Forms + Wise Agent CRM

  More details

  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Add Lead

  See Zap detailsTry it

  Add Wise Agent CRM leads from new Cognito form entries

  

  by Zapier

  Zapier

  Add Wise Agent CRM leads from new Cognito form entries

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  • 
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  Cognito Forms, Wise Agent CRM

  Cognito Forms + Wise Agent CRM

• Create Wise Agent leads from new Zoho Form entries

  

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  Zoho Forms, Wise Agent CRM

  Zoho Forms + Wise Agent CRM

  More details

  1. 

     When this happens

     Step 1: New Form Entry

  2. 

     Then do this

     Step 2: Add Lead

  See Zap detailsTry it

  Create Wise Agent leads from new Zoho Form entries

  

  by Zapier

  Zapier

  Create Wise Agent leads from new Zoho Form entries

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  • 
  • 

  Zoho Forms, Wise Agent CRM

  Zoho Forms + Wise Agent CRM

• Create Wise Agent CRM leads from new Google Form submissions

  

  by Zapier

  Zapier

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  • 
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  Google Forms, Wise Agent CRM

  Google Forms + Wise Agent CRM

  More details

  1. 

     When this happens

     Step 1: New Response in Spreadsheet

  2. 

     Then do this

     Step 2: Add Lead

  See Zap detailsTry it

  Create Wise Agent CRM leads from new Google Form submissions

  

  by Zapier

  Zapier

  Create Wise Agent CRM leads from new Google Form submissions

  Try it

  • 
  • 

  Google Forms, Wise Agent CRM

  Google Forms + Wise Agent CRM

• Add Wise Agent leads from new FormForAll form submissions

  

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  FormForAll, Wise Agent CRM

  FormForAll + Wise Agent CRM

  More details

  1. 

     When this happens

     Step 1: New Submission

  2. 

     Then do this

     Step 2: Add Lead

  See Zap detailsTry it

  Add Wise Agent leads from new FormForAll form submissions

  

  by Zapier

  Zapier

  Add Wise Agent leads from new FormForAll form submissions

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  • 
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  FormForAll, Wise Agent CRM

  FormForAll + Wise Agent CRM

• Create Wise Agent leads from new Typeform Form entries

  

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  Typeform, Wise Agent CRM

  Typeform + Wise Agent CRM

  More details

  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Add Lead

  See Zap detailsTry it

  Create Wise Agent leads from new Typeform Form entries

  

  by Zapier

  Zapier

  Create Wise Agent leads from new Typeform Form entries

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  Typeform, Wise Agent CRM

  Typeform + Wise Agent CRM

• Add new Office 365 contacts to Wise Agent as leads

  

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  Microsoft Office 365, Wise Agent CRM

  Microsoft Office 365 + Wise Agent CRM

  More details

  1. 

     When this happens

     Step 1: New Contact

  2. 

     Then do this

     Step 2: Add Lead

  See Zap detailsTry it

  Add new Office 365 contacts to Wise Agent as leads

  

  by Zapier

  Zapier

  Add new Office 365 contacts to Wise Agent as leads

  Try it

  • 
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  Microsoft Office 365, Wise Agent CRM

  Microsoft Office 365 + Wise Agent CRM

• 

  Add Lead

  Adds a new lead.

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