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Launch your first automated workflow
Start with a template that brings myHomeIQ and Wise Agent CRM together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate myHomeIQ 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 Buyer Lead" from myHomeIQ.
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 myHomeIQ 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 Buyer Lead
Triggers when a new buyer lead is generated.
Try ItTriggerInstant - Client emailRequired
- Client phone number
- Property owner nameRequired
- Property full address
- Property street
- Property unit
- Property state
- Property zip
- Property city
- Property loan date
- Property loan amount
- Property home value
- Property sale price
- Property loan term
- Property interest rate
- Property loan type
ActionWrite- Contact/Lead IDRequired
ActionWrite
- New Seller Lead
Triggers when a new seller lead is generated.
Try ItTriggerInstant - 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
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6 mins
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