Cognito Forms integration with Wise Agent CRM
How to Add Wise Agent CRM leads from new Cognito form entries
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add Wise Agent CRM leads from new Cognito form entries" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Wise Agent CRM integrations
Wise Agent CRM actions
Nekton can use any feature that is available in Wise Agent CRM API.
Using our advanced AI, you can easily create custom automations for Wise Agent CRM.
Here are some typical actions you can do in your automated workflows.
Add Lead
Adds a new lead.
About Wise Agent CRM
Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.