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Agile CRM + Wiser Page Integration

Connect Agile CRM to Wiser Page - Automate your workflows in 1-click

Make use of Agile CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Wiser Page automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Agile CRM & Wiser Page using Integrately.

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Ready Workflows For Agile CRM + Wiser Page Integration

Just click on the workflow you want to automate

most-popular-automations

Create Wiser Page contact for new Agile CRM contact

If you're using Agile CRM to manage your sales leads, it's important to also use Wiser Page to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Agile CRM, a corresponding contact will automatically be created in Wiser Page.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

See more

Update Wiser Page contact from new Agile CRM contact

Agile CRM + Wiser Page Integration

When Contact is created in Agile CRM > Search contact in Wiser Page > Check any condition > (If condition matches) > Update contact in Wiser Page > (Else) > Create member in Wiser Page

Agile CRM + Wiser Page Integration

When Contact is created in Agile CRM > Search contact in Wiser Page > Check any condition > (If condition matches) > Create contact in Wiser Page > (Else) > Create member in Wiser Page

Agile CRM + Wiser Page Integration

When Contact is created in Agile CRM > Search contact in Wiser Page > Check any condition > (If condition matches) > Create product in Wiser Page > (Else) > Create member in Wiser Page

Agile CRM + Wiser Page Integration

When Contact is created in Agile CRM > Search contact in Wiser Page > Check any condition > (If condition matches) > Update product in Wiser Page > (Else) > Create member in Wiser Page

Agile CRM + Wiser Page Integration

When Contact is created in Agile CRM > Check any condition > Search contact in Wiser Page > Check any condition > (If condition matches) > Update contact in Wiser Page > (Else) > Create member in Wiser Page

Agile CRM + Wiser Page Integration

When Contact is created in Agile CRM > Check any condition > Search contact in Wiser Page > Check any condition > (If condition matches) > Create contact in Wiser Page > (Else) > Create member in Wiser Page

Agile CRM + Wiser Page Integration

When Contact is created in Agile CRM > Check any condition > Search contact in Wiser Page > Check any condition > (If condition matches) > Create product in Wiser Page > (Else) > Create member in Wiser Page

Agile CRM + Wiser Page Integration

When Contact is created in Agile CRM > Check any condition > Search contact in Wiser Page > Check any condition > (If condition matches) > Update product in Wiser Page > (Else) > Create member in Wiser Page

Agile CRM + Wiser Page Integration

When Contact is created in Agile CRM > Check condition > Create member in Wiser Page

Agile CRM + Wiser Page Integration

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Create Your Own Agile CRM & Wiser Page Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Agile CRM + Wiser Page Integration

1.

Contact is created in Agile CRM
Triggers the automation when a new contact is created
Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
Deal is created in Agile CRM
Triggers the automation when a deal is created
Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
Task is created in Agile CRM
Triggers the automation when a new task is created
Event is created in Agile CRM
Triggers the automation when a new event is created
Case is created in Agile CRM
Triggers the automation when a new case is created
Product is created in Wiser Page
Triggers the automation when a new product is created
Instant
Product is updated in Wiser Page
Triggers the automation when a product is updated
Instant
Order is created in Wiser Page
Triggers the automation when a new order is created
Instant
Order is updated in Wiser Page
Triggers the automation when any order is updated
Instant
Contact is created or updated in Wiser Page
Triggers the automation when a contact is created or updated
Instant
Form response is created in Wiser Page
Triggers the automation when a form is filled
Instant
Booking is created in Wiser Page
Triggers the automation when a new booking is created
Instant

2.

Create contact in Agile CRM
Adds a new contact to the database
Update contact in Agile CRM
Updates contact information with new details
Add score to contact in Agile CRM
Assigns a score to a contact
Add tag to contact in Agile CRM
Assigns a tag to a contact
Create deal in Agile CRM
Generates a new deal with
Create task in Agile CRM
Creates a new task
Add note in Agile CRM
Adds a note to the selected item
Search contact in Agile CRM
Finds and retrieves contact information
Search company in Agile CRM
Finds information about a company
Create company in Agile CRM
Generates a new company profile with given details
Subscribe to campaign in Agile CRM
Subscribes to a campaign
Add event in Agile CRM
Schedule an event
Delete contact in Wiser Page
Removes a contact from the address book
Update contact in Wiser Page
Updates contact information with new details
Create contact in Wiser Page
Adds a new contact to the database
Create product in Wiser Page
Generates and launch new products
Update product in Wiser Page
Updates product information
Search contact in Wiser Page
Finds and retrieves contact information
Create member in Wiser Page
Adds a new member to the system
Delete member in Wiser Page
Removes a member from the system
Create member group in Wiser Page
Creates a new group of members
Update member group in Wiser Page
Updates the particular member group
Delete member group in Wiser Page
Deletes a member group
Search product in Wiser Page
Searches for a product

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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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You Can Also Connect Agile CRM or Wiser Page With 1200+ Other Apps

Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.

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WiserPage is the leading platform in Israel, which provides you with everything that you need to create a successful dropshipping store. Whether you are a pro or beginner - we have got you covered.

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