Connect Wise Agent CRM to Entegral Base and automate any workflow
How Zapier works
Zapier makes it easy to integrate Wise Agent CRM with Entegral Base - no code necessary. See how you can get setup in minutes.
Connect Wise Agent CRM and Entegral Base to unlock the power of automation
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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.
- 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
- New Contact (Any Contact)
Triggers when any new contact (office shared or private) is added in the Base.
Try It - Contact Updated (Office Shared Contact)
Triggers when office shared contact is updated in the Base.
Try It - New Lead
Triggers when a new lead is received in the Base. Lead will be access based on Primary API user's access.
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- New Agent
Triggers when a new agent is added in the Base.
Try It - New Contact (Office Shared Contact)
Triggers when a new office shared contact is added in the Base.
Try It - Contact Updated (Any Contact)
Triggers when any contact is updated in the Base.
Try It - Sale Type
- Mandate Status
- Agent ID
- Price To
- Price From
- Property Type
- Mandate Type
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