Wise Agent CRM and Salesflare

How to connect Wise Agent CRM

Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.

Start a workflow when this happens

Create Lead/Contact Webhook by Type — Create a webhook that triggers based on lead/contact activity in your account.

Things Salesflare can make it do

Add Contact — Adds a contact. If used to add contact, but finds existing contact any missing values will be filled in, but not overwritten.
Add Extra Address — Create an extra address for a lead. Most commonly used for extra owned homes or interested properties.
Add Visited Web Page — Creates a record of when a contact landing on a web site, property, etc
Create Lead Note — Creates an note for lead
Edit Contact — Edit a contact by providing the contact's unique ClientID

Show 5 more actions

Get Contact Notes — Retrieve notes of a contact from their ClientID.
Get Inside Team — Get the list of Team Members, use the InsideTeamId for assignments.
Get Lead by Email — Get a leads unique identifier, ClientID, by email
Get Lead by Phone — Get a leads unique identifier, ClientID, by phone
Get Lead/Contact by ID — Retrieves lead/contact by ID

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