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I currently use Zap to send date from PropertyRadar to Follow up Boss. I need to replace Follow up Boos with Wise agent. I tried doing it following instructions but it's not working. ONce I get it to work I will upgrade my plan. Please help

Hey ​@dolores2r-h,

I saw you wanted to replace Follow up Boss with Wise agent which is possible as Wise agent has a native integration. See here- https://zapier.com/apps/wise-agent-crm/integrations

As to how you can achieve it depends on the exact workflow you wanted to automate. Your workflow will look something like this-

  • Property Radar Trigger
  • Add/ Update Lead/ Contact

The complexity depends on the exact manual process you want to automate. Hope it helps!
 

PS: If you need more active assistance, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn

Hi there ​@dolores2r-h 👋  Did the approach Sparsh suggested do the trick? Want to make sure you’re all good here, so please let us know how it went! 

Not yet. It dose send me a test lead, but nothing else seems to work. I’m trying it again with instructions provided above. 

Sorry for the delay in getting back to you here ​@dolores2r-h.

Do keep us posted on how things go once you’ve had a chance to go through the instructions again. If you get stuck, feel free to share some screenshots (with any personal/sensitive info removed) of your Zap setup and any errors you’re running into - I’d be happy to help check that the setup is correct.

Looking forward to hearing from you 🙂

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