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Wise Agent CRM + Zoom

Wise Agent CRM + Zoom

Wise Agent CRM + Zoom integrations

Add new Zoom webinar registrants to Wise Agent CRM as leads

This workflow bridges the gap between Zoom and the Wise Agent CRM. Whenever there's a new webinar registrant in Zoom, it immediately adds a lead in your Wise Agent CRM. This saves you from manually inputting data, freeing up your time while ensuring your CRM is always updated with the latest leads. This seamless connection streamlines your process, enabling you to follow up with potential clients promptly.

  1. When this happens...
    New Webinar Registrant
    New Webinar Registrant
    New Webinar RegistrantTriggers when a new registrant is added to a Webinar.
  2. automatically do this!
    Add/Update Lead/Contact
    Add/Update Lead/Contact
    Add/Update Lead/ContactAdds or updates a lead.
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More things you can do with Zoom and Wise Agent CRM

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

    • Meeting Type
      Required
    Trigger
    Instant
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    • Info
    Trigger
    Instant
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    • Meeting Type
      Required
    Trigger
    Instant
    Try It
  • Zoom triggers, actions, and search
    New Cloud Recording

    Triggers when a new Cloud Recording is completed for a Meeting or Webinar.

    Trigger
    Instant
    Try It
  • Zoom triggers, actions, and search
    New Meeting Summary

    Triggers when a summary is available for a meeting. Note: you must be the meeting host.

    Trigger
    Instant
    Try It
    • Webinar or Meeting?
      Required
    Trigger
    Instant
    Try It
    • Upcoming Meeting
    Trigger
    Instant
    Try It
    • Upcoming Webinar
    Trigger
    Instant
    Try It
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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 Zoom
Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems
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