You can now integrate CallAction's intelligent automation system with the powerful and popular Wise Agent real estate CRM system.
Why Use the Wise Agent & CallAction API Integration
The combination of the Wise Agent CRM and CallAction creates a highly efficient and scalable system that can be used by an individual agent, team, or an entire brokerage.
- Add powerful direct to voicemail and text drip campaign functionality to your Wise Agent CRM
- Eliminate time-consuming manual data-entry of inbound calls, quickly building your CRM databank.
- Get real-time data enrichment of inbound leads
- Add call tracking with call transcriptions of inbound calls directly to your Wise Agent contact records & notes.
These are just some of the benefits of this integration to improve your real estate workflows.
You can set up this integration in just a few minutes with a few quick steps.
- Go to Wise Agent Login
- From the sidebar, click on Contacts > Lead Rules
- Copy the API Key (if none available, click on Add API)
Next, we will use the Wise Agent real estate CRM API key in the CallAction platform
Connect CallAction to Wise Agent CRM
- Login to CallAction
- Click on the top right Integrations
- Click on Settings
- Click the Wise Agent Integrations Button
- Paste the Wise Agent API key into API field
- Click on Save All Changes
Activate Wise Agent CRM on CallAction numbers
- Login to CallAction
- Click on Numbers
- Select CallAction number to sync with Wise Agent
- Click on Manage
- Click on Call Settings
- Scroll down to Wise Agent settings
- Toggle to ON
- Click Save All Changes
Repeat with each phone number you wish to capture data from and sync into your Wise Agent CRM
Free Trial of CallAction + WiseAgent
If you are currently using Wise Agent CRM and would like to try this integration, you can do so with a free 14-day trial of CallAction. You can set up a CallAction integration in less than 10 minutes and start to generate free real estate leads using this Craigslist workflow to test the systems.