SetSchedule + Wise Agent CRM

Create Wise Agent CRM leads from new SetSchedule opportunities

Effortlessly manage your leads with this SetSchedule and Wise Agent CRM integration. When a new opportunity arises in SetSchedule, it automatically creates a lead in Wise Agent CRM, ensuring that you never miss out on nurturing potential clients and streamlining your sales process. Save time and stay organized with this seamless workflow.

Effortlessly manage your leads with this SetSchedule and Wise Agent CRM integration. When a new opportunity arises in SetSchedule, it automatically creates a lead in Wise Agent CRM, ensuring that you never miss out on nurturing potential clients and streamlining your sales process. Save time and stay organized with this seamless workflow.

  1. When this happens...
    SetScheduleSetSchedule
    New Opportunity

    Triggers when a new opportunity is created.

    TriggerInstant
  2. automatically do this!
    Wise Agent CRMWise Agent CRM
    Add/Update Lead/Contact

    Adds or updates a lead.

    ActionWrite
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Supported triggers and actions

  • SetSchedule triggers, actions, and search

    Opportunity Updated

    Triggers when an opportunity was updated.

    Trigger
    Instant
    Try It
    • Opportunity IDRequired

    • NotesRequired

    • Temperature

    • Next Activity

    • Schedule ToRequired

    Action
    Write
    • Webhook TypeRequired

    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
setschedule logo
setschedule logo

About SetSchedule

SetSchedule is a revolutionary real estate data platform that allows you to grow your business with leads and tools made for you.

Related categories

  • CRM (Customer Relationship Management)

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wise-agent-crm logo
wise-agent-crm logo

About Wise Agent CRM

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

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