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Cognito Forms + Wise Agent CRM

Add Wise Agent CRM leads from new Cognito form entries

The easiest way to get your Congito form entries into Wise Agent CRM as leads is to use this integration. Once activated, this integration will create a new lead in Wise Agent CRM whenever a new Cognito form is submitted.

How this Cognito-Wise Agent CRM integration works

Someone fills out your Cognito form 2.Zapier adds a new lead to Wise Agent CRM

Apps involved

Cognito
Wise Agent CRM

When this happens...
New EntryTriggers when someone fills out your form.
TriggerInstant
automatically do this!
Add ContactAdds a contact. If used to add contact, but finds existing contact any missing values will be filled in, but not overwritten.
ActionWrite

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More things you can do with Cognito Forms and Wise Agent CRM

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

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Id
  Required
Action
Write
- Form
  Required
- Availability Start
- Availability End
- Not Available Message
Action
Write
- Form
  Required
- Entry Id
  Required
- Template Number
  Required
Action
Search

- Form
  Required
- Entry View ID
  Required
- Max Results per Page
- Skip Count
- Return IDs Only
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
- Contact/Lead ID
  Required
Action
Write
- Email
  Required
Action
Write
- Client ID
  Required
Action
Write

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Action
Write
- Id
  Required
- Form
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Form
  Required
- Id
  Required
Action
Search
- Webhook Type
  Required
Trigger
Instant
Try It
- Client ID
  Required
- Date Visited
  Required
- URL Visited
  Required
- Page Name
  Required
Action
Write
- ClientID
  Required
- First Name
- Last Name
- Email Address
- Home Phone
- Mobile Phone
- Work Phone
- Company
- Address Number
- Suite Number
- Address
- City
- State
- Zip Code
- County
- Country
- Subdivision
- BuildingFloor
- Contact Status
- Rank
- InsideTeamId
- Remove Categories
- Add Categories
- Dnc
Action
Write
- Phone
  Required
Action
Write
Get Inside Team
Get the list of Team Members, use the InsideTeamId for assignments.
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

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Formstack

Forms & Surveys

Jotform

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Formdesk

Forms & Surveys

About Wise Agent CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier