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SetSchedule + Wise Agent CRM

Create Wise Agent CRM leads from new SetSchedule opportunities

Effortlessly manage your leads with this SetSchedule and Wise Agent CRM integration. When a new opportunity arises in SetSchedule, it automatically creates a lead in Wise Agent CRM, ensuring that you never miss out on nurturing potential clients and streamlining your sales process. Save time and stay organized with this seamless workflow.

When this happens...
New OpportunityTriggers when a new opportunity is created.
TriggerInstant
automatically do this!
Add/Update Lead/ContactAdds or updates a lead.
ActionWrite

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More things you can do with SetSchedule and Wise Agent CRM

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

New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
- Type
  Required
- Full Name
  Required
- Email
- Phone
- Address Line
- City
  Required
- State
  Required
- Region
- Zip
  Required
- Latitude
  Required
- Longitude
  Required
- Price
- Notes
- Temperature
  Required
- Next Activity
- Schedule To
Action
Write
- Type
- Full Name
- Email
- Phone
- Address Line
- City
- State
- Region
- Zip
- Price
- Latitude
- Longitude
Action
Search
- Client ID
  Required
- Address Type
  Required
- Address Number
  Required
- Address
  Required
- Suite
- City
- State
- Zip Code
- Building Floor
- Subdivision
- P.O. Box
- County
- Country
- MLS
- Township
Action
Write
- Activity Subject
  Required
- Activity Note
  Required
- Categories
- Client IDs
  Required
Action
Write

- Phone
  Required
Action
Write
- 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

Opportunity Updated
Triggers when an opportunity was updated.
Trigger
Instant
Try It
- Opportunity ID
  Required
- Notes
  Required
- Temperature
- Next Activity
- Schedule To
  Required
Action
Write
- Webhook Type
  Required
Trigger
Instant
Try It
- Client ID
  Required
- Date Visited
  Required
- URL Visited
  Required
- Page Name
  Required
Action
Write
- Contact/Lead ID
  Required
Action
Write
- Email
  Required
Action
Write

About SetSchedule

SetSchedule is a revolutionary real estate data platform that allows you to grow your business with leads and tools made for you.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About Wise Agent CRM