Outbound Integrations
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      Wise Agent Integration

      Overview of Wise Agent Integration

      Wise Agent has integrated its CRM with your Real Geeks website, allowing seamless lead management across both platforms. When a lead is generated on your website, their information is automatically sent to both the Real Geeks Lead Manager and Wise Agent. Any leads you manually create in the Lead Manager will also be added to Wise Agent.

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      How the Integration Works

      When a lead registers on your website, their name, email address, and phone number are captured and added as a contact in Wise Agent.

      Lead activity—such as performing a search or saving a property—will be recorded as “contact notes” under the category label Real Geeks in Wise Agent. The subject of the note will reflect the action taken on your site.

      If a lead updates their contact details on your site or if you edit their information in the Lead Manager, these updates will sync with Wise Agent automatically.

      Additionally, this integration allows Wise Agent to capture leads from third-party sources like Zillow and Realtor.com.

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      How to Connect Wise Agent to Real Geeks

      1. Visit http://leadrouter.realgeeks.com/.
      2. Click Configure Destinations, then select your site.
      3. Find Wise Agent in the list of available destinations and click Connect.
      4. Enter your API Key (found in your Wise Agent account under Integrations—see below).
      5. Ensure the Active box is checked, then click Save.

      Once completed, your Real Geeks site will be successfully connected to Wise Agent.

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      Finding Your Wise Agent API Key

      To connect Wise Agent, you will need your API Key:

      1. Log into your Wise Agent account.
      2. Click your account name in the upper right corner and select Integrations Menu.
      3. Under the Integrations tab, locate Wise Agent Integrations and copy the API Key.

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      Importing Existing Leads into Wise Agent

      If you have existing leads in Real Geeks that you want to add to Wise Agent, you'll need to perform a lead export. This can be accomplished as a site owner or admin, with proper permissions. To perform a lead export from Real Geeks:

      1. Go to the Real Geeks Leads List page
      2. Click All Leads to select your entire database and remove any active filters.
      3. Click Export
      4. Select CSV
      5. Confirm your lead count, then click Next
      6. Click Export Leads

      The export may take a few minutes to complete, and will be emailed to the address found in the Primary Email in your Lead Profile.


      Import the file into Wise Agent using the Import/Export page under the Contacts tab. Need help? Email the file to help@wiseagent.com, and their support team take care of the upload process..

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