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How Zapier works
Zapier makes it easy to integrate AgentLocator with Wise Agent CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from AgentLocator.
Add your action
An action happens after the trigger—such as "Get Lead/Contact by ID" in Wise Agent CRM.
You’re connected!
Zapier seamlessly connects AgentLocator and Wise Agent CRM, 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.
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - First NameRequired
- Last Name
- EmailRequired
- Phone
- Source
- Lead Type
- Pipeline
- Tags
- Site
- Status
- Timestamp
- Description
ActionWrite- Webhook TypeRequired
Try ItTriggerInstant- 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
ActionWrite
- Update Lead
Triggers when a lead is updated.
Try ItTriggerInstant - LeadId
- First NameRequired
- Last Name
- EmailRequired
- Phone
- ExternalId
- Description
- Tags
ActionWrite- Contact/Lead IDRequired
ActionWrite
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