Wise Agent has integrated their CRM with your Real Geeks site. With this integration, leads that arrive at your website will be sent to both the Lead Manager and Wise Agent. Leads that are created manually by you in the Lead Manager will also be sent to Wise Agent.
When a lead signs up on the website, we capture their name, email address, and phone number. This information will be added as a 'contact' in Wise Agent. Activity such as a lead performing a search or saving a property as one of their favorites will be added as 'contact notes'. These contact notes may be found under the category label “Real Geeks”. The subject of the note is the action they have done on your site.
If the lead logs in a second time and updates their information, or if you update the leads information in the Lead Manager, these updates will be sent to Wise Agent.
This Wise Agent integration also captures your leads from other sources such as Zillow and Realtor.com.
Now your website is connected to Wise Agent.
You will need an API Key provided by Wise Agent to enable the integration: