New Integration: Market, Manage, and Automate Your Real Estate Business with Wise Agent CRM

Toby Peterson
Toby Peterson / October 18, 2018
Wise Agent home page

Wise Agent CRM is a real estate contact relationship management (CRM) tool that helps you reach clients, collaborate with team members, and manage transactions. Automate notifications when new leads are recorded, sort leads automatically by source, then trigger targeted, personalized drip campaigns via email or SMS. Create and customize flyers, newsletters, and landing pages. Embed videos and send bulk letters, emails, and texts, then set autoresponders to engage leads as they contact you. Store and search contacts and referrals, and maintain call lists by adding and updating notes for follow-ups. Customize buyer and listing templates, process digital signatures, and store and manage documents. Plus, you can add unlimited team members, manage permissions, and share calendars, tasks, and to-do lists.

Now Wise Agent connects with Zapier, making it easier than ever to automate your real estate processeses. Zapier can automatically add new leads in Wise Agent whenever trigger events happen in the other apps you use most.

To connect Wise Agent with 1,300+ other apps, including Facebook Lead Ads, Gravity Forms, and ClickFunnels head to Wise Agent's Zapier integration page.

How to Automate Wise Agent with Zapier

  1. Sign up for a Wise Agent account, and make sure you have a Zapier account.

  2. Try some pre-made Wise Agent integrations, and learn more about how Wise Agent works with Zapier.

  3. Or log in and build a custom workflow with Wise Agent and Zapier.