Wise Agent CRM Integrations

Name: Zapier
Availability: InStock

Put Wise Agent CRM to work with AI and enterprise-grade automation

Automate smarter with Wise Agent CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Curb Hero

CRM (Customer Relationship Management)

Jotform

Forms & Surveys

Mailchimp

Marketing Automation

RealScout

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Constant Contact

Email Newsletters

kvCORE

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

Flodesk

Email Newsletters

Curb Hero

CRM (Customer Relationship Management)

Jotform

Forms & Surveys

Mailchimp

Marketing Automation

RealScout

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Constant Contact

Email Newsletters

Curb Hero

CRM (Customer Relationship Management)

Jotform

Forms & Surveys

Mailchimp

Marketing Automation

RealScout

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Constant Contact

Email Newsletters

kvCORE

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

Flodesk

Email Newsletters

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Wise Agent CRM leads from new or updated Google Contacts
Details
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Google Contacts + Wise Agent CRM
Add lead in Wise Agent when a new guest signs in to the Curb Hero Open House app
Details
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Curb Hero + Wise Agent CRM
Create leads in Wise Agent from new leads in Showcase IDX
Details
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Showcase IDX + Wise Agent CRM
Create Wise Agent leads from new Listings To Leads leads
Details
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Listings To Leads + Wise Agent CRM
Create leads in Wise Agent CRM for new Calendly invitees
Details
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Calendly + Wise Agent CRM
Add new Office 365 contacts to Wise Agent as leads
Details
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Microsoft Office 365 + Wise Agent CRM

Create Wise Agent CRM leads from new or updated Google Contacts

Details

Try it

Google Contacts + Wise Agent CRM

Add lead in Wise Agent when a new guest signs in to the Curb Hero Open House app

Details

Try it

Curb Hero + Wise Agent CRM

Create leads in Wise Agent from new leads in Showcase IDX

Details

Try it

Showcase IDX + Wise Agent CRM

Create Wise Agent leads from new Listings To Leads leads

Details

Try it

Listings To Leads + Wise Agent CRM

Create leads in Wise Agent CRM for new Calendly invitees

Details

Try it

Calendly + Wise Agent CRM

Add new Office 365 contacts to Wise Agent as leads

Details

Try it

Microsoft Office 365 + Wise Agent CRM

Create and manage new leads in Wise Agent CRM when new leads appear in Deluxer

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Deluxer + Wise Agent CRM

Create Wise Agent CRM leads from new Popl contacts

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Popl + Wise Agent CRM

Create Wise Agent leads from new Wufoo form entries

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Wufoo + Wise Agent CRM

Add Wise Agent CRM leads from new Cognito form entries

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Cognito Forms + Wise Agent CRM

Create Wise Agent leads from new Zoho Form entries

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Zoho Forms + Wise Agent CRM

Create Wise Agent CRM leads from new Google Form submissions

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Google Forms + Wise Agent CRM

Create and manage new leads in Wise Agent CRM when new leads appear in Deluxer
Details
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Deluxer + Wise Agent CRM
Create Wise Agent CRM leads from new Popl contacts
Details
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Popl + Wise Agent CRM
Create Wise Agent leads from new Wufoo form entries
Details
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Wufoo + Wise Agent CRM
Add Wise Agent CRM leads from new Cognito form entries
Details
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Cognito Forms + Wise Agent CRM
Create Wise Agent leads from new Zoho Form entries
Details
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Zoho Forms + Wise Agent CRM
Create Wise Agent CRM leads from new Google Form submissions
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Google Forms + Wise Agent CRM

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
- Client ID
  Required
- Date Visited
  Required
- URL Visited
  Required
- Page Name
  Required
Action
Write
- ClientID
  Required
- First Name
- Last Name
- Email Address
- Home Phone
- Mobile Phone
- Work Phone
- Company
- Address Number
- Suite Number
- Address
- City
- State
- Zip Code
- County
- Country
- Subdivision
- BuildingFloor
- Contact Status
- Rank
- InsideTeamId
- Remove Categories
- Add Categories
- Dnc
Action
Write
- Phone
  Required
Action
Write
Get Inside Team
Get the list of Team Members, use the InsideTeamId for assignments.
Action
Write

- 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

- Client ID
  Required
- Address Type
  Required
- Address Number
  Required
- Address
  Required
- Suite
- City
- State
- Zip Code
- Building Floor
- Subdivision
- P.O. Box
- County
- Country
- MLS
- Township
Action
Write
- Activity Subject
  Required
- Activity Note
  Required
- Categories
- Client IDs
  Required
Action
Write
- Contact/Lead ID
  Required
Action
Write
- Email
  Required
Action
Write
- Client ID
  Required
Action
Write

For builders

Let your AI safely access Wise Agent CRM

Go beyond Zap workflows. Install Zapier in your AI to call Wise Agent CRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Wise Agent CRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Add Extra Address
Add Visited Web Page

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Wise Agent CRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Wise Agent CRM connection @ https://zapier.com/ja/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "wise-agent-crm", owner: "me" });

await zapier.runAction({
  app: 'wise-agent-crm',
  action: 'add_lead_address',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Wise Agent CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Wise Agent CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Wise Agent CRM Integrations

Put Wise Agent CRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create Wise Agent CRM leads from new or updated Google Contacts

Add lead in Wise Agent when a new guest signs in to the Curb Hero Open House app

Create leads in Wise Agent from new leads in Showcase IDX

Create Wise Agent leads from new Listings To Leads leads

Create leads in Wise Agent CRM for new Calendly invitees

Add new Office 365 contacts to Wise Agent as leads

Create Wise Agent CRM leads from new or updated Google Contacts

Add lead in Wise Agent when a new guest signs in to the Curb Hero Open House app

Create leads in Wise Agent from new leads in Showcase IDX

Create Wise Agent leads from new Listings To Leads leads

Create leads in Wise Agent CRM for new Calendly invitees

Add new Office 365 contacts to Wise Agent as leads

Create and manage new leads in Wise Agent CRM when new leads appear in Deluxer

Create Wise Agent CRM leads from new Popl contacts

Create Wise Agent leads from new Wufoo form entries

Add Wise Agent CRM leads from new Cognito form entries

Create Wise Agent leads from new Zoho Form entries

Create Wise Agent CRM leads from new Google Form submissions

Create and manage new leads in Wise Agent CRM when new leads appear in Deluxer

Create Wise Agent CRM leads from new Popl contacts

Create Wise Agent leads from new Wufoo form entries

Add Wise Agent CRM leads from new Cognito form entries

Create Wise Agent leads from new Zoho Form entries

Create Wise Agent CRM leads from new Google Form submissions

Let your AI safely access Wise Agent CRM

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Wise Agent CRM Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Wise Agent CRM Integrations

Popular Wise Agent CRM Integrations

Connect Your App Accounts to Zapier