Integration Description: Our clients can use Happy Grasshopper to send out marketing materials to their contacts however they have to add their Wise Agent contacts to their Happy Grasshopper account.
How to Activate:
1. They will need to log into their Happy Grasshopper account.
2. Click on their Profile Image
3. Click on Integrations
4. You will have to give the API a name then it will generate an API
5. Copy the API
6. Log into Wise Agent, from the sidebar, go to Integrations > "Settings"
7. Enter email on the account and API and save.
From the Integrations Menu page:
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After clicking "Integration" from the sidebar then "Settings", locate the Happy Grasshopper, click on the down arrow and enter your Happy Grasshopper login information.
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Click “Activate”.
Now you can add a contact from Wise Agent to Happy Grasshopper.
Once you have registered for a Happy Grasshopper account, the quickest way to activate the integration and add contacts to Happy Grasshopper is within Wise Agent.
1. In Wise Agent, from the sidebar, click Contacts > Contact List.
2. Select your contact(s) by checking the box to the left of their name.
3. Click the "Actions" drop-down menu and select "add to Happy Grasshopper".
4. The system will prompt you to log in to your Happy Grasshopper account.
5. Once you log in to your Happy Grasshopper account, click "Add to Happy Grasshopper".
6. A dialog box will appear, once the contact(s) have been added, that will say "Finished". Click "Ok".
Contacts added to Happy Grasshopper will be tagged with “Wise Agent” along with their Wise Agent Categories, and Source.
How to add contacts from Wise Agent to Happy Grasshopper:
Once you have activated the Happy Grasshopper integration, follow the instructions below to add a contact from Wise Agent to your Happy Grasshopper account:
1. In Wise Agent, from the sidebar, click Contacts > Contact List.
2. Select the contact(s) you want to add to Happy Grasshopper by checking the box to the left of their name on the Contact List.
3. Click the "Actions" drop-down menu and select "Add to Happy Grasshopper". The page will refresh and an "Add to Happy Grasshopper" button will appear above the first contact's name.
4. A dialog box will appear, once the contact(s) have been added, that will say "Finished". Click "OK".
Contacts added to Happy Grasshopper will be tagged with “Wise Agent” along with their Wise Agent Categories, and Source.