Wise Agent

Last synced 1 month ago by Jonas

GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.

Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management and real estate marketing software. Wise Agent has built seamless partner integrations to numerous other leading real estate technology companies in the industry, giving real estate professionals the opportunity to run their entire business on one system. The result is Wise Agent helps Agents become more efficient, giving them the opportunity to save time and take on more business.

Below you'll find detailed information, specifically for Wise Agent integrations:

Supported Wise Agent Integrations

Video

Authorizing Wise Agent

To authorise, we need your API Key.

If you already authorized Wise Agent account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.

[IF] Supported Conditions/Filters

  • In Category

  • Rank

  • Source

  • Status

  • Field values

  • Already existing in the app you sync with

[THEN] Supported Actions

  • Add / Remove from Category

  • Update Rank

  • Update Source

  • Update Status

  • Update field values

Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Wise Agent fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

You have the ability to disable default mappings and reuse them in the custom mappings section.

Customizable Field Mapping

For now, we don't support Wise Agent customizable contact fields. Therefore, you can only custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.

Additional Options

Syncing Deletions

Currently, there are no Wise Agent integrations on the PieSync platform that support our deletions sync.

Syncing Unsubscribes

Currently, there are no Wise Agent integrations on the PieSync platform that support our unsubscribes sync.

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.

Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to r ead our blog for the latest in productivity, apps, and technology!


How did we do?


Powered by HelpDocs