Followup + Wise Agent Integrations, Built by an AI Agent
Put Followup + Wise Agent to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Followup and Wise Agent
See the kind of workflows teams build with Followup and Wise Agent below — describe the exact one you want above and the Agent builds it on demand.
Followup + Wise Agent
When a project is created in Followup CRM, sync project details to Wise Agent CRM.
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Sync newly created leads across CRM platforms
When a new lead is captured in Followup, automatically create or update the matching contact in Wise Agent to keep records synchronized.
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Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in Wise Agent, update the corresponding opportunity stage in Followup for unified revenue reporting.
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Log pipeline stage updates as CRM activities
When a deal moves forward in Followup, log a status update activity on the corresponding account record in Wise Agent.
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Browse the full workflow library →
Looking to achieve something else with Followup and Wise Agent?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Followup and Wise Agent
Everything Followup and Wise Agent can do inside a workflow — the triggers that start one and the actions that run when it fires.
Followup Explore Followup →
Followup CRM is a sales and lead management tool engineered specifically for construction contractors to track project bids and pipeline status.
TriggersWhen a company is created on Followup, this Zap will be triggered
When a company is updated on Followup, this Zap will be triggered
When a contact is created on Followup, this Zap will be triggered
When a contact is updated on Followup, this Zap will be triggered
When a new project is created on Followup, this Zap will be triggered
When a file is uploaded to specific folder on Followup, this Zap will be triggered
Create a Company
Create Company Contact
Zap Project in Followup CRM OA Testing team
Create Project Company Contact
Add a task to a client when there is a Hail Impact to the client’s address.
Upload a document or image file in a specific project
Wise Agent Explore Wise Agent →
Wise Agent CRM is a dedicated real estate customer relationship management system providing contact automation, marketing features, and transaction tracking.
TriggersCreate a webhook that triggers based on lead/contact activity in your account.
Create an extra address for a lead. Most commonly used for extra owned homes or interested properties.
Creates a record of when a contact landing on a web site, property, etc
Creates an note for lead
Retrieves lead/contact by ID
Get a leads unique identifier, ClientID, by phone
Get a leads unique identifier, ClientID, by email
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Followup + Wise Agent
Is there a pre-built Followup + Wise Agent automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Followup and Wise Agent's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Followup or Wise Agent connector?
No. The Agent works whether or not Followup or Wise Agent already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why would a team need to connect two CRM systems?
Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.
Does this cause duplicate contact records?
No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.