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Connect Wise Agent CRM to Zenlist and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Zapier makes it easy to integrate Wise Agent CRM with Zenlist - no code necessary. See how you can get setup in minutes.

Select a trigger from Wise Agent CRM

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from Zenlist

An action is what takes place after the automation is triggered. For example, with Zenlist, the action could be "Create a Client Invitation."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Wise Agent CRM to Zenlist

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Triggers and actions are the main components of every automated workflow.

Connect Wise Agent CRM and Zenlist to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect Wise Agent CRM and Zenlist to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Start here
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Choose an Action

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
    Action
    Write
  • Zenlist triggers, actions, and search
    New and Updated Chat Messages

    Triggers when a new or updated chat message is registered with Zenlist.

    Trigger
    Instant
    Try It
  • Zenlist triggers, actions, and search
    New and Updated Client Invitations

    Triggers when a client invitation is created or updated in Zenlist.

    Trigger
    Instant
    Try It
    • Agent_email
      Required
    • Client_email
      Required
    • Client_first_name
      Required
    • Client_last_name
      Required
    • Client_phone
    Action
    Write
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About Wise Agent CRM
Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.
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Related categories
  • CRM (Customer Relationship Management)
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    zenlist logo
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    About Zenlist
    Zenlist is an agent and client collaboration tool to find a home using the most powerful search available and including the best inventory available.
    Help
    Related categories

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