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The built-in Power Dialer is a communication tool that allows real estate professionals to call up to three contacts simultaneously, increasing efficiency while reaching out to leads. With this multi-line dialer you can connect to your contacts through your phone or using the VOIP option directly from your PC allowing you easy access to taking notes!
Learn about the general settings and audio source settings offered in your WAVV Dialer.
Learn how to add a phone number to your WAVV Power Dialer
Learn how to create pre-recorded voicemails and callback messages within your WAVV Dialer
Learn how to create a dial campaign with the WAVV Power Dialer from your Call List in Wise Agent
Learn how to use the call history within your WAVV Power Dialer
Learn how to set up your Trust Hub settings and the importance of STIR/SHAKEN when calling your contacts.
Learn how to view your usage statistics in the WAVV Power Dialer.
Learn how to manage the DNC list within your WAVV Power Dialer
You must complete all the steps below to successfully disconnect the Mojo Dialer integration.
Send Email via MailChimp Integration
Pushing contacts from Wise Agent to MailChimp
Learn how to activate the Google Contacts sync with Wise Agent and the benefits of using this feature.
Syncing your iPhone calendar with your Google Calendar offers a seamless and efficient way to manage your schedule in Wise Agent using our Google Calendar integration. By syncing these calendars, you ensure that all your important events, appointments, and tasks are easily accessible and up-to-date wherever you go!
How to sync multiples Gmail Calendars to Wise Agent
This article will help you prepare your database to sync your Google Contacts
Preparing for Google sync activation.
Preparing for Google Contacts Sync (Other Contacts) - How to turn off auto-saving contacts in your Gmail account.
Accessing client communications is essential for a comprehensive CRM experience. With our Gmail Conversations feature, Gmail users can now effortlessly view and save email exchanges directly from their Wise Agent Contact Summary pages. This browser-based integration ensures secure access to personal Gmail accounts within the Wise Agent platform, enabling multiple team members to manage their individual accounts effortlessly, enhancing security, and streamlining workflows.
Wise Agent does not have a direct integration with Outlook, so you will need to use a Google Calendar as a bridge to add your Outlook events to Wise Agent. Keep in mind that syncing updates and new events between Outlook and Google may take 24-48 hours. Once updates/new events appear in Google, it will also sync with Wise Agent instantly.
This integration gives agents the ability to access and manage their contacts, transactions, and files across the CRM and Transactions (zipForm® Edition) platforms. Follow the steps below to disconnect the integration if you no longer wish to link your ZipForm® Transactions with your Wise Agent CRM.
How to set up lead forwarding from Agent Locator to Wise Agent
AMS is a leading technology based direct response marketing, service company that sells to small and medium sized businesses in multiple niche markets. Pull your leads automatically from AMS Hotline into Wise Agent.
A lead generation platform that utilizes hyper-targeted, smart digital advertising to aid in you in advertising listings, run recruiting campaigns, and generate leads for you and your agents.
How to set up lead forwarding from BoomTown to Wise Agent
How to set up Integration
When new leads register through your iHomefinder account, they can be forwarded to your Wise Agent CRM! Follow the steps below to set up email parsing from your iHomefinder account.
Step by Step instructions on connecting iHouseWeb with Wise Agent through email parsing.
How to set up lead forwarding to move your CINC contacts into your Wise Agent CRM
zBuyer is a turn-key marketing platform designed for Real Estate professionals to generate motivated home buyer and seller leads. Wise Agent is integrated with zBuyer through Email Parsing to automatically pull leads into the Wise Agent contact list.
How to find the Lead Capture Email (email parsing address) for your Wise Agent account.
By setting up email parsing in Wise Agent 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.
A social media tool for real estate agents and brokers to create, publish and streamline their social advertising efforts all on one single platform.
Provide access to real estate information through mobile
How to set up email parsing
How to set up Email Parsing
How to set up Email Parsing
How to set up Email Parsing
How to set up Email Parsing
How to set up Email Parsing
How to set up Email Parsing
New Lead Handling Feature for Cloud CMA users: If you would like to send a CMA as part of lead handling you must select Yes for sending an Email AND Yes to send the CMA. The switch will add the placeholder into the email body, AND will also send a separate email from Cloud CMA, you can delete the placeholder and the lead will still get an email from Cloud CMA with the link to the CMA pdf.
How to connect your RE/MAX Leadstreet leads to Wise Agent
Wix is a website builder that allows you to easily create professional-looking websites, making it a popular choice for both beginners and experienced users! By setting up email parsing in Wix 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.
Integrate Agent Fire to Wise Agent
Ushud.com is an online platform designed to simplify the real estate experience, providing valuable resources to both homebuyers and real estate professionals. Wise Agent can be integrated with USHUD.COM using Email Parsing, allowing the leads received in USHUD.com to automatically populate into your CRM.
Learn how to send your BrokerSpot leads to Wise Agent.
As featured in the Wall Street Journal, Wise Agent is one of only nine companies that Zillow has partnered with through its new Tech Connect Program. Now, the leads you are receiving from Zillow will automatically populate in your Wise Agent CRM!
Wise Agent’s integration with DotLoop streamlines real estate transactions and removes the need to enter duplicate information into multiple systems - saving our members time and reducing the risk of error. Start loops from multiple pages in Wise Agent for maximum efficiency.
Learn about the Wise Agent integration with IDX Broker Platinum, an IDX Search website solution available for real estate professionals that offers individual agents and larger broker offices the ability to create customized websites using templates and monitor website analytics while generating leads.
Learn how to connect your Landvoice account with Wise Agent to automatically import new leads. This integration enables seamless lead transfers, automatically adding them to your Call List and Client List under categories like LandvoiceCanceled, LandvoiceExpired, and LandvoiceFSBO.
With the Real Geeks and Wise Agent integration, leads from your Real Geeks website are automatically sent to both the Real Geeks Lead Manager and Wise Agent CRM. Leads created manually in Lead Manager will also sync to Wise Agent. When a lead registers, their name, email, and phone number are added to Wise Agent as a contact. Lead actions like searches or saved properties are logged as “Real Geeks” contact notes in Wise Agent, detailing activity on your site. Updates made by the lead or within the Lead Manager are automatically synced to Wise Agent. Follow the steps below to get started!
Success Website offers a variety of services for Real Estate professionals including a personalized branded website, an unbranded website, a CRM database, lead generation and listing solutions. Wise Agent has partnered with Success Website to allow you to seamlessly forward leads from your Success Website solution to Wise Agent CRM.
CallAction is a mobile web application to automate the tracking and engagement of inbound calls across all marketing channels.
How to Activate
You can activate your call session from your Wise Agent Call List, or directly from the Contact Summary page.
Discover how our Chrome Extension seamlessly integrates with Wise Agent's robust CRM platform, enhancing your workflow efficiency and simplifying day-to-day tasks. From instant lead capture to synchronized calendar updates, our Google Chrome integrations are designed to keep you organized and ahead in the competitive real estate market.
Provides Real Estate Agents with Lead Management, Contact Management, and email drips.
Cole Realty Resource helps maximize your time by connecting you with qualified prospects. Instantly access the cell phone numbers and email addresses of prospects within a zip code, subdivision, or radius of a specific homeowner address. Target the right contacts to build your social, direct, and email marketing database. With Cole Realty Resource, you can find homeowners ready to sell based on custom search criteria such as length of residence, home value, and more.
Offers an All-in-One Solution for Real Estate Agents including Lead Management/CRM solutions, WordPress websites, IDX Services, Search Engine Optimization, Blogging and Content Mgmt, Social Media Marketing, and Pay Per Click Marketing.
Push contacts from WA to Express Copy from the Contact List, then create and purchase/send your postcard
Qualified leads come into Wise Agent
For a trusted VA service provider, we are recommending Summit VA Solutions.
You can push contacts from Wise Agent into the Dialer; make notes and follow-up reminders; as well as push contacts from Mojo to Wise Agent. Any updates you make on Mojo transfer over to Wise Agent in real-time.
Learn how to set up a lead rule in Wise Agent that sends all new leads from specific sources to Callingly.
Learn how to integrate Wise Agent with DocuSign.
Members can pull leads from their My+Plus leads account directly into Wise Agent. Wise Agent Data Sync (Modified on: Mon, 18 Apr, 2016 at 2:36 PM via My+plus Leads)
How to print your contact summary page
CloudStreams gives your buyers the fastest listing notifications in the industry - faster than Zillow, Trulia, Redfin, Realtor.com, and even your MLS, allowing you to send your Wise Agent contacts the most up-to-date listing information faster with our CloudStreams integration!
Immoviewer is an Integrated partner of Wise Agent CRM that offers 3D virtual tours.
Learn how to integrate your Ylopo leads with Wise Agent
Wise Agent members can seamlessly access the SkySlope Forms feature directly from any contact’s summary page in their CRM via the SkySlope widget. With the SkySlope integration, starting a transaction is easier than ever - Follow the steps below to get started!
What is a CMA? A CMA is a side-by-side comparison of homes for sale and homes that have recently sold in the same neighborhood and price range. This information is further sorted by data fields such as single-family or condo, number of bedrooms, number of baths, postal codes, and many other factors. Its purpose is to show fair market value, based on what other buyers and sellers have determined through past sales, pending sales and homes recently put on the market
The Dubb Chrome extension lets you create trackable screen recordings and video messages to help communicate your ideas and build relationships. Once integrated with Wise Agent, you can include Dubb videos in emails, drip campaigns, lead rules, and text messages.
Learn about Wise Agent's Power Dialer powered by WAVV
Más información sobre el Power Dialer de Wise Agent con tecnología WAVV
Form Simplicity is your trusted transaction management solution, available in the state of Florida to associations, MLSs, and brokerages.
Form Simplicity es su solución confiable de administración de transacciones, disponible en el estado de Florida para asociaciones, MLS y corredores de bolsa.
View the list of integrated Partners available in Canada
The Wise Agent Integrations Settings page allows you to activate several different integrations from within your Wise Agent account. You will also be able to find your unique account API Keys as well as lead capture email.
Obtaining valuable leads is one of the main goals for agents in the Real Estate industry. Finding a cost-effective way to generate these leads can be difficult, however, Facebook Lead Ads makes it easy for you to capture leads that are in your target audience without running your pockets dry. This integration will allow you to connect a Lead Capture form within a Facebook ad to your Wise Agent account so that leads can automatically transfer into your Contact List. You can then set up lead rules within Wise Agent so that Facebook leads receive an email, text, and more.
With our BombBomb integration, you can easily create and send personalized video emails and texts to individuals or groups from right inside your Wise Agent account. Include BombBomb videos in auto-responders, drip campaigns, or email & text message blasts to your database.
Wise Agent has partnered with MailChimp to help you easily create email campaigns and auto generate reports for bulk mail campaigns. You will be able to keep track of all email analytics - when your email was received, if it was opened, and if the recipient clicked on any links within the email. It will also automate any unsubscribe requests.
iFound Agent is a website design, hosting, IDX technology platform specifically designed for real estate agents, real estate brokers, mortgage loan officers, title companies, and title reps.
Constant Contact gives you everything you need to attract new customers and keep the ones you have with an easy-to-use, all-in-one digital and email marketing platform. Wise Agent's integration with Constant Contact allows you to track email opens, clicks, forwards, social shares, and more!
In this section, you will see the list of Sources/Companies we integrate with.
Wise Agent's Lead Enhancement feature adds instant value to your internet leads and existing database by providing important details to your contact records.
Wise Agent CRM and Lone Wolf technologies have been long-time partners with an aim to bring our members a seamless integration between two systems that they work in daily - their CRM and their Transaction Management platforms. This integration gives agents the ability to access and manage their contacts, transactions, and files across the CRM and Transactions (zipForm® Edition) platforms.
Roomvu is an online marketing platform that offers agents ready-made videos. The integration pulls leads from the Roomvu dashboard into the Wise Agent contact list. Integrating Wise Agent into your account is simple! Follow the steps below to get started.
HomeStack uses a proprietary software to deliver speedy updates and an ultimate home searching experience to each of your clients.
Connect Wise Agent with your Zenlist account to automatically sync clients to your CRM.
By setting up email parsing for your Agent Elite 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.
Wise Agent’s integration with Open Houses Direct is just another piece to the puzzle of automating your business! Not only does this integration save you time, but it also saves you effort. With Open Houses Direct automatically pouring leads into your Wise Agent account, this will give you more time to focus on the other pillars of your business that will help you stand out from the competition.
Integrate your Wise Agent CRM to your Agent Fire Lead Manager in just a few steps to have your leads populate into your CRM automatically.
In this article, we will guide you through the activation process, explain how the integration works, and highlight the benefits of using Relitix within Wise Agent CRM.
This article will provide you with a list of definitions to help you better understand the Relitix data shown in Wise Agent.
Streamline your lead management process by setting up email parsing to connect your GrizzlyLeads with Wise Agent. Follow the steps in this guide to ensure seamless integration of your leads into your Wise Agent account. This feature saves you time, enhances lead management efficiency, and allows you to focus on growing your business!
Callingly specializes in Lead Response Management. With their dynamic phone system that focuses on Speed to Lead, you and your team will always be the first in line to connect with a potential lead. Using an intelligent lead routing system you decide how your contacts will be assigned. Either connect prospects with the most appropriate team member based on their availability, area of expertise, and even language skills, OR, offer a broadcast to multiple agents to ensure that your prospects are connected with a live person immediately. This, along with the comprehensive analytics provided on your team and call recordings lets you rest assured that you and your agents have the best chance of closing deals.
Wise Agent has partnered with Northstar so you can easily connect your listings to your CRM. From the properties page, you will be able to import a list of properties into your account so you can manage and market your properties within Wise Agent.
With this seamless integration, you can save time and streamline your workflow by automatically adding all leads that register from your event directly to your Wise Agent contact list.
With Title Toolbox by Benutech integrated into Wise Agent, you can easily generate Property Profile Reports for a listing presentation. You have all the details you need to verify property and tax information at your fingertips with one single click!
Streamline your lead management process by setting up email parsing to connect your GoDaddy Website leads with your Wise Agent CRM. Follow the steps in this guide to ensure seamless integration of your leads into your Wise Agent account. This feature saves you time, enhances lead management efficiency, and allows you to focus on growing your business!
With Xpressdocs, you can design flyers, brochures, and other print marketing and have it shipped directly to you or sent out on your behalf to your contacts in Wise Agent. Xpressdocs offers all the templates and tools you will need to create your perfect postcard or choose to upload your own custom design.
This integration with Wise Agent allows users to upload contracts and documents to a Client or Transaction Checklist for electronic signing. Users must set up a DocuSign account as a Real Estate Professional for the integration to work.
How to set up lead forwarding from Callingly to Wise Agent
Zapier lets you connect Wise Agent CRM with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required!
For security reasons, Facebook requires that permission be granted to third-party apps, like Wise Agent. In order to grant permission, you must be designated as an admin on your Facebook Page.
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.
Connect the tech tools you love with Wise Agent CRM! We integrate natively with over 100+ tech partners to make your life easier. Below, we outline the steps to locate your API key and lead capture email, enabling a successful connection with your lead sources.
BrokerSpot is a powerful lead-generating tool designed to help real estate agents and brokers connect with potential clients in their local market. The platform provides essential tools and resources for business growth, allowing members to quickly and efficiently search for and identify potential leads based on location, budget, and other specific criteria. Follow the steps below to connect your BrokerSpot leads to your Wise Agent CRM.
How to include your Wise Agent Lead Capture Email as a lead recipient address on homes.com.
Enhance your lead management by connecting your Wise Agent API key and lead capture email to your Realtor.com account. This integration saves you valuable time, streamlines your processes, and lets you focus on growing your business. Follow the steps in this guide to get started!
Altos Research has partnered with Wise Agent CRM to offer a two-way integration that allows members to send and receive contacts from both platforms. With this seamless integration you have the ability to send Wise Agent contacts to your Altos Research database to be eligible to receive automated marketing emails, or send contacts from Altos Research to Wise Agent to manage and track your prospects effortlessly.
Using Popl, Real Estate professionals now have the ability to create a digital business card and capture new leads instantaneously. Simply create your customized Popl form online, generate a QR code or link, and share your business card on the go! Whether you're at a Real Estate event, Open House, or meet a potential lead on the street, use your digital business card to quickly capture lead data from anywhere. Once you've captured your lead's contact information our Zapier integration with Popl will send those leads directly into your Wise Agent CRM. Learn more about the Popl and Wise Agent integration powered by Zapier below.
With the SalesTalk Words2Actions integration Wise Agent members can verbally update the Wise Agent CRM effortlessly -- no more typing or filling out forms. This intuitive integration allows you to seamlessly update Contact Details, add Contact Notes or update your Contact's Property Search Criteria by verbally recording your desired changes. Whether you're on-the-go, or simply looking for ways to streamline your workflow, SalesTalk Words2Actions technology is with you!
By setting up email parsing in Wise Agent 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.
Some lead sources, like Homes.com, don't provide the option to add an additional email address for lead notifications. In these cases, you'll need to set up email forwarding from your Outlook inbox. Follow the steps below to get started!
As featured in the Wall Street Journal, Wise Agent is one of only nine companies that Zillow has partnered with through its new Tech Connect Program. Now, the leads you are receiving from Zillow Rental will automatically populate in your Wise Agent CRM! Follow the steps below to get started.
This guide explains how to set up a Zapier "webhooks" to sync data, such as client statuses, between your Wise Agent contact list & different CRMs or other platforms. Unlike a standard Zapier "Zap," this method uses advanced webhook & looping steps to automate syncing when client data is created, updated, or deleted. Follow these steps to get started!