How to Get Started with Wise Agent CRM on Zapier

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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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