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Wise Agent Integration

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.

How to integrate with Wise Agent

  1. To enable this integration first visit http://leadrouter.realgeeks.com/
  2. Click Configure Destinations and then click on your site.
  3. Wise Agent is available as one of our destinations. Click Connect under the Wise Agent destination box.
  4. It will ask for your API Key, which is available in your Wise Agent account under Integrations. See How to find my API Key below.
  5. Make sure Active is checked then click Save.

Now your website is connected to Wise Agent.

Find your API key

You will need an API Key provided by Wise Agent to enable the integration:

  1. Login to your Wise Agent account.
  2. Click over your account name on upper right corner and click Integrations Menu.
  3. Under Integrations tab within Wise Agent Integrations box copy the value of API Key.

Import existing leads into Wise Agent

  1. First, you will want to Export Leads into a CSV file.

If you are unable to import your Leads into your Wise Agent account, please contact Wise Agent Support

wiseagent.txt · Last modified: 2016/07/07 22:08 by igor