Integration Description: When a lead submits their information, their first and last name, email address, phone number, any notes regarding searches and saved searches, along with any emails they submit to the agent through their site will be added to the Contact Notes in Wise Agent. If the lead logs in again and updates any information it will push over to the Contact Notes as well. Notes will go under the notes Category of “Real Geeks”. The subject of the note is the action they are doing in Real Geeks.

How to activate:

  1. Login to your Wise Agent account, from the sidebar, and click Contacts > Lead Rules. Scroll down, and copy your Wise Agent API key.

  2. Go to leadrouter.realgeeks.com.

  3. Click “Configure Destinations”.

  4. Click on the name of your Real Geeks lead site.

  5. Click “Connect” under Wise Agent.

  6. Paste your Wise Agent API in the  API key text field. Save Changes.