How To Route Your Agent Image Leads To Your Wise Agent CRM
How To Route Your Agent Image Leads To Your Wise Agent CRM
By setting up email parsing for your Agent Image website leads and following the steps outlined in this guide, you can automate capturing leads and ensure they are seamlessly integrated into your Wise Agent account. This feature will save you time and help you manage your leads more efficiently, allowing you to focus on growing your business.
Written by Ashley Yancoskie
Updated on June 17, 2024
Obtain Your Unique Wise Agent Lead Capture Email
From the sidebar, select Integrations, then click Settings from the menu.
On the Integrations Settings page, locate and click on the API Keys and Lead Email tab and click to expand.
From this section, locate and copy your Lead Capture Email. This email address is specific to your Wise Agent account and is used to capture leads from various sources.
Connect Your Agent Image Lead Form Submissions
Log into your Agent Image website dashboard. You can log in to your dashboard by adding /wp-admin after your website’s domain (ex. mydomain.com/wp-admin). Afterward, simply enter your username and password to access the dashboard.
Once logged in, from the sidebar, select Contact > Contact Forms
Scroll down to view your forms, hover over the form you would like to have routed to your CRM, and click Edit
Once you're on the Edit Form Page, click on the Mail tab.
In the space to the right of To, add your Wise Agent lead capture email. If there are multiple emails, separate each with a comma. Once added, click Save.
Submit a test inquiry or lead through the connected form on your website and wait for the email notification to arrive in your email inbox.
Check your Wise Agent contact list to ensure that the lead has successfully entered your Wise Agent account.
Thank you for leaving a rating!
Did you find this article helpful?
0 out of 0 people found this article helpful so far
