Company Description: Build websites for agents to get leads

Integration Description: Once activated, leads who visit an agent’s Easy Agent PRO site and fill out the capture form will automatically add to Wise Agent.

How to activate:

  1. Login to Wise Agent and click on Integrations from the sidebar then Settings

  2. From the Integrations page click on the down arrow on the API Keys and Lead Email sub-heading

  3. You will then need to copy the string of characters listed under API Key

  4. Log in to your Easy Agent PRO account

  5. Click on the “APPS” option on the top row. From APPS scroll down to “ FOLLOW UP AND LEAD MANAGEMENT” and select “Paths”

  6. In the Paths app, go to API Settings. (This is the icon on the top right with 2 arrows.)

  7. From the Leads page click on the “connect to CRM” button to the bottom right of the page

  8. Under Active Integrations select Wise Agent and paste your Wise Agent API Key

  9. Hover over the three horizontal dots to the top right and click on the checkmark to save

Once you have added your Wise Agent API key to your Easy Agent PRO you will need to add a new path for leads to go into Wise Agent:

  1. In your Easy Agent PRO account click on the “Apps” button on the top of your home page.

  2. From there you’ll want to click on the “Paths” icon to the bottom left

  3. On your default tab, you’ll want to click on the blue pencil icon to the bottom right

  4. On the next page, you will be able to select Wise Agent under “Select API” and then click on the Save button to save your changes.