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Cardtapp + Wise Agent CRM

Cardtapp + Wise Agent CRM

Cardtapp + Wise Agent CRM integrations

Add new Cardtapp tappers to Wise Agent CRM as leads

Manually transferring Cardtapp tappers to Wise Agent CRM can be a time-consuming chore. Make your life easier with this integration. Once it's active, every new tapper in Cardtapp will be automatically added to Wise Agent CRM as a lead. Streamline your lead management process, reduce manual data entry, and ensure that every potential client is promptly attended to in your CRM.

  1. When this happens...
    Tapper Created
    Tapper Created
    Tapper CreatedTriggers when a new Tapper is created.
  2. automatically do this!
    Add/Update Lead/Contact
    Add/Update Lead/Contact
    Add/Update Lead/ContactAdds or updates a lead.
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More things you can do with Cardtapp and Wise Agent CRM

Discover other triggers and actions you can use with Cardtapp and Wise Agent CRM

  • Cardtapp triggers, actions, and search
    Tapper Created

    Triggers when a new Tapper is created.

    Trigger
    Instant
    Try It
    • Name
      Required
    • Phone
    • Tags
    • E-Mail
    • Send Share
    • Note
    • Lead Source
    • Cobranded With
    Action
    Write
    • Webhook Type
      Required
    Trigger
    Instant
    Try It
    • 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
    • Tapper External ID
      Required
    Action
    Search
    • Contact/Lead ID
      Required
    Action
    Write
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About Cardtapp
Retain customers, capture more referrals, and sell more with your own digital business card app from Cardtapp.
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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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