Wise Agent CRM and Salesflare

How to connect Wise Agent CRM

About Wise Agent CRM

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

Wise Agent CRM operations on Zapier

Triggers (1)

Start a workflow when this happens

  • Create Lead/Contact Webhook by Type — Create a webhook that triggers based on lead/contact activity in your account.

Actions (7)

Things Salesflare can make it do

  • Add Extra Address — Create an extra address for a lead. Most commonly used for extra owned homes or interested properties.
  • Add Visited Web Page — Creates a record of when a contact landing on a web site, property, etc
  • Add/Update Lead/Contact — Adds or updates a lead.
  • Create Lead Note — Creates an note for lead
  • Get Lead by Email — Get a leads unique identifier, ClientID, by email
Show 2 more actions
  • Get Lead by Phone — Get a leads unique identifier, ClientID, by phone
  • Get Lead/Contact by ID — Retrieves lead/contact by ID

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