<p><img alt="" src="/images/blog/zipform%20Wise%20Agent%20Integration(1).png" style="width: 1000px; height: 525px;" /></p> <p>Wise Agent CRM and Lone Wolf technologies have been long-time partners with an aim to bring our members a seamless integration between two systems that they work in daily - their CRM and their Transaction Management platforms. We are excited to introduce an <strong>enhanced integration</strong> with Transaction (zipForm&reg; Edition). This integration gives agents the ability to access and manage their contacts, transactions, and files across the CRM and Transactions (zipForm&reg; Edition) platforms.</p> <p>&nbsp;</p> <h2>Your Contacts in Both Platforms Instantly</h2> <p>This integration includes a single-sign-on feature that allows you to log in from one system to another without having to type different usernames or passwords, <strong>saving you time</strong>.</p> <p>Your contacts are already in your CRM, and now when you need those contacts in Transactions (zipForm&reg; Edition), it is simple to pull them in. Anytime you update a client from zipForm&reg;, the update will automatically push over to Wise Agent, eliminating any dual-entry work and making working between the two systems seamless.</p> <p>&nbsp;</p> <h2>Introducing: Retrieve Documents with Just One Click!</h2> <p>Gone are the days of downloading and uploading files to multiple platforms.Your files can now be pulled from your zipForm&reg; account directly into your contact summary page or as an attached file to your checklists within Wise Agent. The Contact summary profile pages in Wise Agent act as the base for accessing the new integration features.</p> <p>With many Real Estate Agents juggling their transactions across multiple platforms, this integration seeks to save REALTORS&reg; time that they typically use for data entry and uploading and downloading files and allows them to put it back into their businesses to make more money.</p> <p>&nbsp;</p> <h2><iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/vQo0spiZuQQ" title="YouTube video player" width="560"></iframe></h2> <p>&nbsp;</p> <h2>Viewing &amp; Managing Transactions</h2> <p dir="ltr">From any contact summary page in Wise Agent, you will see a drop-down under your client&rsquo;s profile image called &ldquo;Integration Actions&rdquo;. This will allow you to start or view a zipForm&reg; Plus transaction for the contact. From the same modal where you view and manage your transactions, you are also able to pull files directly into your client&#39;s summary page and save them as attached files that can be viewed, downloaded, and attached to transaction checklists within your CRM.</p> <p dir="ltr">&nbsp;</p> <p dir="ltr"><img alt="start a zipform transaction from wise agent crm" src="/images/blog/zipForm%20Wise%20Agent%20Integration.png" style="width: 1000px; height: 535px;" /></p> <p>&nbsp;</p> <p>Busy agents will appreciate the ease of use of this enhanced integration that saves not only time, but eliminates the errors that come with entering information into their systems multiple times. Now, client information, transaction details, and important documents can be available to you from either platform in an instant so you can work smarter, not harder.</p> <p>&nbsp;</p> <h2 style="text-align: center;"><strong>Want to try it for yourself? Here&#39;s how to get started:</strong></h2> <p style="text-align: center;"><strong>If you do not yet have a Wise Agent CRM account, register for a Free 14-Day Trial today!</strong></p> <p style="text-align: center;"><a href="https://wiseagent.com/lonewolf" style="display: inline-block; text-align: center; color: #fff; text-decoration: none; letter-spacing: 0.25px; border: 0; height: 45px; line-height: 45px; width: 170px; padding: 0 20px; white-space: no-wrap; box-shadow: rgba(50,50,93,.11) 0 4px 6px, rgba(0,0,0,.08) 0 1px 3px; background-color:#33ae33; border-radius: 20px;">Register Here</a></p> <p style="text-align: center;">&nbsp;</p> <p>For detailed instructions on how to set up this integration, please visit our <a href="https://wise-agent-crm.groovehq.com/help/connecting-zipforms">Knowledge Base</a> or contact our support team.</p> <p><span style="font-weight: 400;">If you have any requests or suggestions, now is the time to let us know! &nbsp;As always, Wise Agent&rsquo;s outstanding customer support is available to answer any questions you have. </span></p>

Wise Agent CRM and Lone Wolf technologies have been long-time partners with an aim to bring our members a seamless integration between two systems that they work in daily - their CRM and their Transaction Management platforms. We are excited to introduce an enhanced integration with Transaction (zipForm® Edition). This integration gives agents the ability to access and manage their contacts, transactions, and files across the CRM and Transactions (zipForm® Edition) platforms.

 

Your Contacts in Both Platforms Instantly

This integration includes a single-sign-on feature that allows you to log in from one system to another without having to type different usernames or passwords, saving you time.

Your contacts are already in your CRM, and now when you need those contacts in Transactions (zipForm® Edition), it is simple to pull them in. Anytime you update a client from zipForm®, the update will automatically push over to Wise Agent, eliminating any dual-entry work and making working between the two systems seamless.

 

Introducing: Retrieve Documents with Just One Click!

Gone are the days of downloading and uploading files to multiple platforms.Your files can now be pulled from your zipForm® account directly into your contact summary page or as an attached file to your checklists within Wise Agent. The Contact summary profile pages in Wise Agent act as the base for accessing the new integration features.

With many Real Estate Agents juggling their transactions across multiple platforms, this integration seeks to save REALTORS® time that they typically use for data entry and uploading and downloading files and allows them to put it back into their businesses to make more money.

 

 

Viewing & Managing Transactions

From any contact summary page in Wise Agent, you will see a drop-down under your client’s profile image called “Integration Actions”. This will allow you to start or view a zipForm® Plus transaction for the contact. From the same modal where you view and manage your transactions, you are also able to pull files directly into your client's summary page and save them as attached files that can be viewed, downloaded, and attached to transaction checklists within your CRM.

 

 

Busy agents will appreciate the ease of use of this enhanced integration that saves not only time, but eliminates the errors that come with entering information into their systems multiple times. Now, client information, transaction details, and important documents can be available to you from either platform in an instant so you can work smarter, not harder.

 

Want to try it for yourself? Here's how to get started:

If you do not yet have a Wise Agent CRM account, register for a Free 14-Day Trial today!

Register Here

 

For detailed instructions on how to set up this integration, please visit our Knowledge Base or contact our support team.

If you have any requests or suggestions, now is the time to let us know!  As always, Wise Agent’s outstanding customer support is available to answer any questions you have.