<p dir="ltr"><img alt="" src="/images/blog/Add%20Contacts%20to%20Wise%20Agent%20CRM.png" style="width: 1000px; height: 525px;" /></p> <p dir="ltr">One of the first things you will want to do when getting started with Wise Agent is import your contact database. We want you to have the smoothest setup possible, so it&rsquo;s important that it gets done correctly the first time. Having all of your data together in one spot makes it easy to send out blasts emails or mass texts.</p> <p dir="ltr">Wise Agent offers several different methods to add your contacts and leads to your database. Here is the recommended order in which you should add your contacts:</p> <h2 dir="ltr">&nbsp;</h2> <h2 dir="ltr">Start by syncing</h2> <p dir="ltr">Sync your Google contacts to your Wise Agent account. By doing this you will save time and keep all of your information organized. For agents who are always on the go, Wise Agent&rsquo;s Google Sync allows you to connect your Wise Agent calendar and contacts seamlessly with your phone. You don&#39;t have to wait until you get back to the office to add a new prospect. Now, you can do it all from your phone. Here&rsquo;s a<a href="https://youtu.be/12toPsCEZFQ"> complete video tutorial on how to </a>set it up.</p> <h2 dir="ltr">&nbsp;</h2> <h2 dir="ltr">Import from a file</h2> <p><iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/ZL92EEh61ns?si=QIQektljqbdEUAhM" title="YouTube video player" width="560"></iframe></p> <p dir="ltr">Secondly, export from your current system to an Excel or CSV file.&nbsp; After that, you can import them using one of the options on the Import/Export page, or email the file to help@wiseagent.com and we will format them for you. Wise Agent allows you to import more information than several other CRMs as we include categories, birthdays, anniversaries, spouse and child names, and notes.</p> <h2 dir="ltr"><img alt="" src="/images/blog/Screen%20Shot%202021-11-15%20at%202_38_39%20PM.png" style="width: 1000px; height: 423px;" /></h2> <h2 dir="ltr">&nbsp;</h2> <h2 dir="ltr">Set up Lead Integrations</h2> <p dir="ltr">Get those leads automatically flowing into your Wise Agent CRM. The preferred method of integration, and the way we integrate with most of our partners, is called an API integration.&nbsp; API stands for Application Program Interface, and is basically the program that allows two separate applications to communicate.&nbsp; With this type of integration, any contacts from your lead generation source flow seamlessly into your Wise Agent CRM, with no data entry for the user.</p> <p dir="ltr">In this style of lead capture there is often little to no formal relationship between the CRM and lead provider. As the lead provider emails the leads, they are also sent to the CRM where we analyze all the information in the email and add it to your database. It relies on email, which opens up some potential problems, which is why an API is preferred. Sometimes, however, this hack is the only way to capture the information, and it gets the job done.</p> <p dir="ltr">Most of our members use a combination of each of the different methods for different scenarios.&nbsp; Wherever you get your leads from, Wise Agent makes it easy to pull them in and create a relationship.</p> <p dir="ltr">Our real estate CRM includes an easy-to-use Lead Capture Form Wizard that you can use to create a customized lead capture form for your website.</p> <p dir="ltr">Once you choose the options you prefer, you just copy and paste the HTML code that is provided to the back-end of your website.&nbsp; For step-by-step instructions on how this feature works, check out our blog, <a href="https://wiseagent.com/blog/capture-your-audience-with-wise-agents-new-lead-capture-form-wizard">here</a>.</p> <h2 dir="ltr">&nbsp;</h2> <h2 dir="ltr">Wise Agent&#39;s Google Chrome Extension</h2> <p dir="ltr">We have even made it super simple to add contacts straight from your Gmail inbox into your Wise Agent account through our <a href="https://www.youtube.com/redirect?redir_token=1ZEFTR4ERCGV2_0iH9vK0llkohR8MTU5MTE5OTUzMkAxNTkxMTEzMTMy&amp;q=https%3A%2F%2Fchrome.google.com%2Fwebstore%2Fdetail%2Fwise-agent-add-contacts%2Felpiekaehikfeikdafacpofkjenfipke%3Fhl%3Den-US&amp;v=LPorrvZhzn8&amp;event=video_description">Google Chrome Extension tool</a>. With the Chrome Extension, you can add single or multiple contacts from email threads right into your Wise Agent account. You can assign a source, category, and even add notes for the contacts.</p> <h2 dir="ltr">&nbsp;</h2> <h2 dir="ltr">Manually add one at a time</h2> <p dir="ltr">Contacts can be added manually by selecting &ldquo;Add Contact&rdquo; from the &ldquo;contacts&rdquo; drop-down menu.</p> <p dir="ltr"><img alt="" src="/images/blog/Add%20Contacts%20To%20.png" style="width: 1000px; height: 580px;" /></p> <h2 dir="ltr">&nbsp;</h2> <h2 dir="ltr">Merge Duplicates</h2> <p dir="ltr">While some contacts in your database may be added manually, others may be internet leads coming into the real estate CRM automatically and other contacts may be imported from a list all in the same week.&nbsp; You can see how easily one may end up with duplicates that need to be addressed.</p> <p dir="ltr">Wise Agent has a <a href="https://wiseagent.com/blog/clean-up-your-database-with-wise-agent-crm-duplicate-merge-tool">duplicate Merge Tool</a> that will save you time and make cleaning up your database easy!&nbsp; Merge all of your duplicate contacts into one single entry.</p> <p dir="ltr">There are many ways to be able to consolidate your clients to your Wise Agent account. That was just our recommended way. If you need extra support with transferring your contacts to your Wise Agent account, just let us know. You can send us an email or call us. Our support team is<a href="http://www.wiseagent.com/contact.asp"> standing by to help</a>!</p> <p>&nbsp;</p>