Automation between the systems you use to run your real estate business is so important.  If your Realtor CRM is talking back and forth with your other real estate contact management programs, it saves you time and hassle, so you can make more money! Introducing – Wise Agent CRM has now integrated with Zapier! Wise Agent integrates with Zapier. Set up “zaps” to have your contacts automatically sync back and forth!  You can use Zapier to connect Outlook to Wise Agent, or any other program that works with Zapier.  Here’s how to activate the integration:
  1. Log into your Zapier account click on the “Explore” tab
  2. Search for Wise Agent under the apps and then click on the icon
  3. You will then be taken to a Wise Agent integrations page where you can select what app you want to connect with Wise Agent
  4. Once you have selected an app to connect to your Wise Agent you will be directed to a page that goes over the integration between Wise Agent and the selected app. Click on the blue “Connect Wise Agent CRM + ‘APP’” to create your own zap; or you can select from any of the existing zaps between Wise Agent and your selected app.
  5. You will then be prompted to select your triggers/actions for Wise Agent and the selected app.
  6. After selecting your triggers/app or zapp you will be prompted to enter your Wise Agent API. Click Save+Continue. Be sure to test your connection then save your changes once you have completed the process.
As always, if you have any questions, our amazing 24/7 support will be standing by!