Wise Agent CRM

Wise Agent CRM Help & Support

What Wise Agent CRM Triggers and Actions are Supported?

Supported Triggers#

  • None yet!

Supported Searches#

  • None yet!

Supported Actions#

  • Add Lead - Adds a new lead.
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How to Get Started with Wise Agent CRM on Zapier

To get started with Wise Agent CRM on Zapier, first you will need to click to connect your account to use with your Zap.

Click to connect Wise Agent CRM

Next, you'll be asked to enter your Wise Agent CRM's API key.

Wise Agent CRM API Key

To locate your API Key in your account, please follow these steps:

  • Find your API key by clicking the “Welcome" dropdown in the top right corner of the page and select Integrations Menu. On the Integrations Menu, expand Wise Agent Integrations and copy your API key from there.

Wise Agent CRM API Key

Paste your key back into your Zapier account and then “Continue”. If your API key was entered correctly your Wise Agent CRM account will now be successfully connected.

Wise Agent CRM connection successfull

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Common Problems with Wise Agent CRM on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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Need More Help? - Our support team is happy to help -- send us a message

Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.

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