If you’re a real estate agent with a website, you know the pain: people fill out your contact form, and their info goes… nowhere useful. You’re stuck copying details into your CRM, or worse, losing leads in your inbox. This guide is for anyone who wants to hook up their site so every lead lands directly in Wiseagent — no more dropped balls, no more late-night data entry.
Below, I’ll walk you through the real-world steps to get Wiseagent talking to your website. I’ll flag where things can get fiddly, what’s worth the effort, and which options are just fluff. No fluff here — just clear steps to make your lead capture work the way it should.
Why Integrate Wiseagent with Your Website?
Let’s be honest: CRMs are only as good as the data you feed them. If you’re not capturing leads automatically, you’re risking:
- Slow response times (someone else gets there first)
- Lost or forgotten leads
- Wasted time on manual data entry
Tying your website forms straight into Wiseagent means new leads show up instantly — ready for follow-up, drip campaigns, or whatever system you use. It’s not about “automation for automation’s sake”; it’s about actually making your workday smoother.
What You’ll Need
Before you dive in, here’s what you’ll want handy:
- A Wiseagent account (with admin access)
- Access to your website (WordPress login, web builder login, or FTP if it’s hand-coded)
- Ability to edit forms (or add new ones)
- A little patience — integrations aren’t always plug-and-play
Pro tip: If you’re not comfortable editing website code, you’ll want to stick with plugin or no-code options. If you’re working with a web developer, send them this guide.
Step 1: Decide How You’ll Connect
There’s no one-size-fits-all. Wiseagent offers several ways to get leads into your CRM:
Option 1: Direct Form Integration (Web Forms)
Wiseagent lets you build web forms inside their platform, then embed them on your site. When someone fills it out, the info goes straight into Wiseagent. No middlemen.
Works best if: - You want to keep things simple - You don’t need fancy form features
Downsides: - Limited customization - Forms can look a bit generic unless you style them
Option 2: Email Parsing
If you already have a web form but can’t connect directly, Wiseagent can parse incoming lead emails (from your site, Zillow, Realtor.com, etc.) and pull out the info.
Works best if: - Your site already emails you leads - You want a quick fix
Downsides: - Parsing isn’t always perfect; formatting matters - Some leads might need manual tweaks
Option 3: Third-Party Integration Tools (Zapier, API, etc.)
For more complex setups, you can use tools like Zapier, or Wiseagent’s API, to bridge the gap.
Works best if: - You need to connect multiple systems - You want total control
Downsides: - Can get technical - Zapier and similar tools may cost extra
What to skip: Unless you’re a developer, don’t bother messing with Wiseagent’s raw API. Zapier or direct form embed will cover 99% of use cases.
Step 2: Using Wiseagent’s Built-In Web Forms
This is the easiest method for most people. Here’s how to do it.
1. Create the Form in Wiseagent
- Log into your Wiseagent account.
- Go to Lead Rules or Lead Capture (menu names change sometimes).
- Look for an option called Web Forms or Create New Form.
- Build your form: Add the fields you want (name, email, phone, etc.).
- Save the form.
2. Get the Embed Code
- Once the form’s ready, look for a Get Embed Code or HTML button.
- Copy the code Wiseagent gives you.
3. Add the Form to Your Website
- For WordPress: Use the “Custom HTML” block, and paste in the code.
- For Wix, Squarespace, etc.: Look for an “Embed” element and drop in the code.
- For custom sites: Paste it into your page’s HTML.
Heads up: The default form won’t always match your site’s look. If you know a bit of CSS, you can style it — but don’t go overboard. Function beats pretty.
Step 3: Setting Up Email Parsing (If You Can’t Embed)
If you already have a contact form on your site and don’t want to swap it out, use Wiseagent’s email parsing.
1. Find Your Wiseagent Lead Email
- In Wiseagent, look for your unique “Lead Capture Email Address.” It usually looks like
yourteam@leadnotify.wiseagent.com. - You’ll find this under Lead Rules > Lead Notification Email.
2. Set Your Form to Send Leads to Wiseagent
- Edit your website form so submissions are sent (or CC’d) to your Wiseagent lead email.
- If your form builder only allows one destination, consider setting up a forwarding rule in your regular email.
3. Test It
- Submit a fake lead through your site.
- Check Wiseagent — did the info show up under new leads?
- If not, check how your form structures the email. Wiseagent parses best with simple, clear labels like “Name: John Doe”.
What can go wrong: If your form emails are formatted weirdly, Wiseagent might miss fields or scramble data. If you see errors, tweak your email template or ask Wiseagent support for parsing advice.
Step 4: Integrating with Zapier or Similar Tools
For more flexibility (say, you want to send leads to multiple CRMs, spreadsheets, or drip campaigns), Zapier is your friend.
1. Create Zaps
- Sign up at Zapier (or a similar service).
- Set up a trigger: “New form submission” from your website platform.
- Set the action: “Create Contact” in Wiseagent.
- Map the fields (name, email, etc.).
2. Test Thoroughly
- Run test submissions and check Wiseagent for new entries.
- Fix any mapping errors — it’s easy to mix up fields if you’re not careful.
Heads up: Zapier may require a paid plan for some integrations. Don’t get sucked into paying more than you need — for most agents, direct embed or email parsing is enough.
Step 5: Confirm Everything Works (and Set Up Notifications)
Don’t trust that it “should” work — test it like a suspicious customer.
- Submit test leads from your site.
- Check Wiseagent: Are they showing up with all the right info?
- If you use automations (like drip emails), make sure they’re firing off.
Set up Wiseagent to notify you (text, email, app alert) when a new lead comes in. You want to pounce on that lead before your competition does.
Common Pitfalls (and How to Avoid Them)
- Forms not mobile-friendly: Test on your phone. If it’s ugly or broken, fewer people will fill it out.
- Missing fields in Wiseagent: Double-check field mappings, especially with Zapier or email parsing.
- Spam leads: Use a simple CAPTCHA or spam filter on your form — Wiseagent can’t fix junk leads.
- Notifications not enabled: You can’t follow up if you don’t know a lead came in. Always double-check your Wiseagent notification settings.
What’s Worth Your Time (and What Isn’t)
- Worth it: Taking the extra 30 minutes to embed a real CRM-connected form. You’ll save hours later.
- Not worth it: Overengineering with APIs or fancy automation unless you actually need it. Start basic, then upgrade.
- Ignore: Old-school “contact us” PDFs or forms that don’t connect to anything. If leads aren’t going into Wiseagent, you’re just making more work for yourself.
Keep It Simple — and Iterate
You don’t need a fancy website or a “premium” integration to start capturing leads in Wiseagent. Start with the built-in web form or email parsing. Once it’s working, test it a few times. Make tweaks as you go.
If you hit a wall, don’t be afraid to ask Wiseagent support for help — but don’t wait for perfect. The best system is the one you’ll actually use. Get leads flowing, follow up fast, and let your CRM do its job.