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Choose an Action
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Zapier makes it easy to integrate Wise Agent CRM with Zenlist - no code necessary. See how you can get setup in minutes.

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Wise Agent CRM
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Wise Agent CRM
1. Choose trigger event
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Zenlist
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Zenlist
2. Choose action
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1. Select the event
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Wise Agent CRM
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Create Lead/Contact Webhook by Type" from Wise Agent CRM.

Add your action

An action happens after the trigger—such as "Create a Client Invitation" in Zenlist.

You’re connected!

Zapier seamlessly connects Wise Agent CRM and Zenlist, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Webhook Type
      Required
    Trigger
    Instant
    Try It
    • 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
  • Zenlist triggers, actions, and search
    New and Updated Chat Messages

    Triggers when a new or updated chat message is registered with Zenlist.

    Trigger
    Instant
    Try It
  • Zenlist triggers, actions, and search
    New and Updated Client Invitations

    Triggers when a client invitation is created or updated in Zenlist.

    Trigger
    Instant
    Try It

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Wise Agent CRM and Zenlist to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Wise Agent CRM to Zenlist integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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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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CRM (Customer Relationship Management)
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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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Related categories
Productivity

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