Wise Agent

Learn how to setup the Wise Agent CRM integration with CallAction. Automate lead capture & follow-up with intelligent drip text campaigns

Updated over a week ago

Wise Agent CRM

You can now integrate CallAction's intelligent automation system with the powerful and popular Wise Agent real estate CRM system.  

Why Use the Wise Agent & CallAction API Integration

The combination of the Wise Agent CRM and CallAction creates a highly efficient and scalable system that can be used by an individual agent, team or entire brokerage. 

  • Add powerful direct to voicemail and text drip campaign functionality to your Wise Agent CRM 

  • Eliminate time consuming manual data-entry of inbound calls, quickly building your CRM databank.

  • Get real-time data enrichment of inbound leads

  • Add call tracking with call transcriptions of inbound calls directly to your Wise Agent contact records & notes.

This is just some of the benefits of this integration to improve your real estate workflows.

You can setup this integration in just a few minutes with a few quick steps.

Video on How to Setup Wise Agent API Integration

Watch this short video on setting up your Wise Agent integration. There is also written instructions below.

Setup Your Wise Agent 

  1. Go to Wise Agent Login

  2. Click on your Profile 

  3. Click on Integrations Menu

  4. Click on Lead Management

  5. Copy the API Key (if none, available, click on Add API)

Next, we will use the Wise Agent real estate CRM API key in the CallAction platform

Connect CallAction to Wise Agent CRM

  1. Login to CallAction

  2. Click on top right Profile

  3. Click on Integrations

  4. Click the Wise Agent CRM button

  5. Paste the Wise Agent API key into API field

  6. Click on Save All Changes

Activate Wise Agent CRM on CallAction numbers

  1. Login to CallAction

  2. Click on Numbers

  3. Select CallAction number to sync with Wise Agent

  4. Click on Manage

  5. Click on Call Settings

  6. Scroll down to Wise Agent settings

  7. Toggle to ON

  8. Click Save All Changes

Repeat with each phone number you wish to capture data from and sync into your Wise Agent CRM

Free Trial of CallAction + WiseAgent

If you are currently using Wise Agent CRM and would like to try this integration, you can do so with a free 14-day trial of CallAction. You can setup a CallAction integration in less than 10 minutes and start to generate free real estate leads using this Craigslist workflow to test the systems. 

Did this answer your question?