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 this happens...
New and Updated Client InvitationsTriggers when a client invitation is created or updated in Zenlist.
TriggerInstant
automatically do this!
Add/Update Lead/ContactAdds or updates a lead.
ActionWrite

Discover other triggers and actions you can use with Zenlist and Wise Agent CRM

New and Updated Agents
Triggers when a new or updated agent is registered with Zenlist.
Trigger
Instant
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New and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
Trigger
Instant
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New Event
Triggers when a new event is registered with Zenlist.
Trigger
Instant
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- Webhook Type
  Required
Trigger
Instant
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- First 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
Action
Write

New and Updated Chat Messages
Triggers when a new or updated chat message is registered with Zenlist.
Trigger
Instant
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New and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
Trigger
Instant
Try It
- Agent_email
  Required
- Client_email
  Required
- Client_first_name
  Required
- Client_last_name
  Required
- Client_phone
Action
Write
- Contact/Lead ID
  Required
Action
Write

About Wise Agent CRM

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

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About 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.

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