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.
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 Opportunity
Triggers when a new opportunity is created.
- automatically do this!Add/Update Lead/Contact
Adds or updates a lead.
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New Opportunity
Triggers when a new opportunity is created.
Try ItTypeRequired
Full NameRequired
Email
Phone
Address Line
CityRequired
StateRequired
Region
ZipRequired
LatitudeRequired
LongitudeRequired
Price
Notes
TemperatureRequired
Next Activity
Schedule To
Type
Full Name
Email
Phone
Address Line
City
State
Region
Zip
Price
Latitude
Longitude
Contact/Lead IDRequired
Opportunity Updated
Triggers when an opportunity was updated.
Try ItOpportunity IDRequired
NotesRequired
Temperature
Next Activity
Schedule ToRequired
Webhook TypeRequired
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
