How to activate: Activation will start on our integration settings page and a dropdown. Once activated, they will be able to access this by going to the Contact Summary page and selecting Forms Simplicity from the Integration Actions dropdown.
- From your Wise Agent account click on the Integrations from the sidemenu bar
- Next click on the "Settings" option.
- This will then bring you to the main Integrations Page.
- On the left-hand side, you will see the option to connect "Form Simplicity" towards the bottom.
- Click on the green "Activate" button. You will then be prompted to enter your Form Simplicity login information. Then click "Activate"
- Once completed you should then be redirected to your Form Simplicity portal.
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