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.
These 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
Go to Wise Agent Login
Click on your Profile
Click on the Integrations Menu
Click on Lead Management
Copy the API Key (if none, is 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 the top right Profile
Click on Integrations
Click the Wise Agent CRM button
Paste the Wise Agent API key into the API field
Click on Save All Changes
Activate Wise Agent CRM on CallAction numbers
Login to CallAction
Click on Numbers
Select the 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
Get Started with CallAction + WiseAgent
If you are currently using Wise Agent CRM and would like to explore this integration, we invite you to schedule a consultation call with our team. During the call, we’ll walk you through how the CallAction and Wise Agent integration works, help you get set up in under 10 minutes, and show you how this Craigslist workflow can be used to start generating real estate leads.