Wise Agent CRM + Zenlist
Add newly invited Zenlist clients as Wise Agent CRM leads
When an agent creates a new client invitation in Zenlist, that client's information will be automatically added to Wise Agent CRM as a lead.
When an agent creates a new client invitation in Zenlist, that client's information will be automatically added to Wise Agent CRM as a lead.
- When this happens...New and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
- automatically do this!Add Lead
Adds a new lead.
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- 14 day trial for premium features & apps
New and Updated Agents
Triggers when a new or updated agent is registered with Zenlist.
Try ItNew and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
Try ItNew Event
Triggers when a new event is registered with Zenlist.
Try ItFirst Name
Last Name
Email Address
Home Phone
Cell Phone
Business Phone
Fax Number
Company
Address
Suite Number
City
State
Zip Code
Source
Website
Categories
Note
New and Updated Chat Messages
Triggers when a new or updated chat message is registered with Zenlist.
Try ItNew and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
Try ItAgent EmailRequired
Client EmailRequired
Client First NameRequired
Client Last NameRequired
Client Phone
About Wise Agent CRM
Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Zenlist
Zenlist is an agent and client collaboration tool to find a home using the most powerful search available and including the best inventory available.