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.
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
Go to Wise Agent Login
Click on your Profile
Click on Integrations Menu
Click on Lead Management
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
Login to CallAction
Click on top right Profile
Click on Integrations
Click the Wise Agent CRM button
Paste the Wise Agent API key into API field
Click on Save All Changes
Activate Wise Agent CRM on CallAction numbers
Login to CallAction
Click on Numbers
Select CallAction number to sync with Wise Agent
Click on Manage
Click on Call Settings
Scroll down to Wise Agent settings
Toggle to ON
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.