wiseagent
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wiseagent [2016/06/06 21:26] igor [Find your API] |
wiseagent [2020/05/28 21:06] (current) michaels |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360043722593 | ||
| ====== Wise Agent Integration ====== | ====== 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. | + | 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 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. | + | 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 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. | + | 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. |
| - | 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. | + | This Wise Agent integration also captures your leads from other sources such as Zillow and Realtor.com. |
| ===== How to integrate with Wise Agent ===== | ===== How to integrate with Wise Agent ===== | ||
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| - Make sure **Active** is checked then click **Save**. | - Make sure **Active** is checked then click **Save**. | ||
| - | Now your website is connected with Wise Agent. | + | Now your website is connected to Wise Agent. |
| ===== Find your API key ===== | ===== Find your API key ===== | ||
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| - Login to your Wise Agent account. | - Login to your Wise Agent account. | ||
| - Click over your account name on upper right corner and click **Integrations Menu**. | - Click over your account name on upper right corner and click **Integrations Menu**. | ||
| - | - Under **Integrations** tab within **Wise Agent Integrations** box copy the value of **API Key** | + | - Under **Integrations** tab within **Wise Agent Integrations** box copy the value of **API Key**. |
| + | |||
| + | ===== Import existing leads into Wise Agent ===== | ||
| + | |||
| + | - First, you will want to [[http://docs.realgeeks.com/export_leads|Export Leads]] into a CSV file. | ||
| + | - Then [[http://blog.thewiseagent.com/faq-how-do-i-transfer-my-database-to-wise-agent/|import into Wise Agent]] | ||
| + | |||
| + | If you are unable to import your Leads into your Wise Agent account, please contact[[ http://blog.thewiseagent.com/faq-how-do-i-transfer-my-database-to-wise-agent/| Wise Agent Support]] | ||
wiseagent.1465248365.txt.gz · Last modified: 2016/06/06 21:26 by igor
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