Wise Agent CRM + Zenlist
Add newly invited Zenlist clients as Wise Agent CRM leads
When an agent creates a new client invitation in Zenlist, that client's information will be automatically added to Wise Agent CRM as a lead.
When an agent creates a new client invitation in Zenlist, that client's information will be automatically added to Wise Agent CRM as a lead.
- When this happens...New and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
- automatically do this!Add/Update Lead/Contact
Adds or updates a lead.
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New and Updated Agents
Triggers when a new or updated agent is registered with Zenlist.
Try ItNew and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
Try ItNew Event
Triggers when a new event is registered with Zenlist.
Try ItWebhook TypeRequired
Try It
New and Updated Chat Messages
Triggers when a new or updated chat message is registered with Zenlist.
Try ItNew and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
Try ItAgent EmailRequired
Client EmailRequired
Client First NameRequired
Client Last NameRequired
Client Phone
Contact/Lead IDRequired
