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Wise Agent CRM logoWise Agent CRM logo

HouseBuddy + Wise Agent CRM

HouseBuddy + Wise Agent CRM

Add new HouseBuddy sign-ins to WiseAgent as contacts

Every visitor matters, so don’t let handwritten sign-in sheets slow you down. This integration automatically adds new HouseBuddy.ai open house visitors to your WiseAgent account as contacts, helping you manage follow-ups, drip campaigns, and tasks seamlessly.

Note: Use tags or categories in WiseAgent to group your open house leads for easier tracking.

  1. When this happens...
    New Open House Lead
    New Open House Lead
    New Open House LeadTriggers when a visitor signs in at an open house.
    TriggerInstant
  2. automatically do this!
    Add Contact
    Add Contact
    Add ContactAdds a contact. If used to add contact, but finds existing contact any missing values will be filled in, but not overwritten.
    ActionWrite
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More things you can do with HouseBuddy and Wise Agent CRM

Discover other triggers and actions you can use with HouseBuddy and Wise Agent CRM

  • HouseBuddy triggers, actions, and search
    New Open House Lead

    Triggers when a visitor signs in at an open house.

    Trigger
    Instant
    Try It
    • Client ID
      Required
    • Address Type
      Required
    • Address Number
      Required
    • Address
      Required
    • Suite
    • City
    • State
    • Zip Code
    • Building Floor
    • Subdivision
    • P.O. Box
    • County
    • Country
    • MLS
    • Township
    Action
    Write
    • Activity Subject
      Required
    • Activity Note
      Required
    • Categories
    • Client IDs
      Required
    Action
    Write
    • Contact/Lead ID
      Required
    Action
    Write
    • Webhook Type
      Required
    Trigger
    Instant
    Try It
    • Client ID
      Required
    • Date Visited
      Required
    • URL Visited
      Required
    • Page Name
      Required
    Action
    Write
    • ClientID
      Required
    • First Name
    • Last Name
    • Email Address
    • Home Phone
    • Mobile Phone
    • Work Phone
    • Company
    • Address Number
    • Suite Number
    • Address
    • City
    • State
    • Zip Code
    • County
    • Country
    • Subdivision
    • BuildingFloor
    • Contact Status
    • Rank
    • InsideTeamId
    • Remove Categories
    • Add Categories
    • Dnc
    Action
    Write
    • Phone
      Required
    Action
    Write
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About HouseBuddy
HouseBuddy is a real estate platform that helps agents manage open houses, track visitors, and capture qualified leads.
HelpHelp
Related categories
Business Intelligence
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wise-agent-crm logo
About Wise Agent CRM
Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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