How To Connect Your Real Geeks Website With Wise Agent CRM

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!

Written by Ashley
Updated on October 28, 2024

Step 1: Capturing Your Wise Agent API Key

Login to your Wise Agent account.
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 API Key.
💡 Your API Key is specific to your Wise Agent account and is used for capturing leads from various sources.

Step 2: Adding Your API Key Into Real Geeks

To enable this integration. first visit http://leadrouter.realgeeks.com/
Click Configure Destinations and then click on your site.
Wise Agent is available as one of our destinations. Click Connect under the Wise Agent destination box.
It will ask for your API Key, which is available in your Wise Agent account under Integrations. See How to find my API Key below.
Make sure Active is checked then click Save.

Now your website is connected to Wise Agent!

Information Brought Over:

New Leads:

First and Last Name
Phone number
Email
Source
Activities

Updated Leads:

First and Last Name
Phone number
Email
Source