User Tools

Site Tools


wiseagent

This is an old revision of the document!


Wise Agent Integration

Using this integration developed by Wise Agent your leads will be sent to Wise Agent automatically as they sign in on the website. Leads added manually to your Lead Manager are also sent to Wise Agent.

When a lead signs up their first and last name, email address and phone number will be added as a Contact. Activities such as performing a search and saving a property as favorite, will be added as Contact Notes. Notes will go under the notes Category of “Real Geeks”. The subject of the note is the action they are doing in Real Geeks.

If the lead logs in again and updates any information it will push over to the Contact Notes as well. Same will happen if agents update the lead contact details in the Lead Manager.

Wise Agent is an additional destination for your leads, Lead Manager is also a destination for your leads. Your website is the source of your leads. If you are using additional sources like Zillow.com and Realtor.com those leads will also go to both Lead Manager and Wise Agent.

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 with 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
wiseagent.1465248365.txt.gz · Last modified: 2016/06/06 21:26 by igor