Introduction
Manually transferring Cardtapp contacts to Wise Agent CRM can be a drag. Make your life easier with this integration. Every new contact from Cardtapp will be automatically added to Wise Agent CRM as a Lead. Streamline your lead management process, reduce manual data entry, and ensure that every potential client is promptly attended to in your CRM. Stay ahead with efficient and automated data syncing.
Before proceeding, you will be required to create a Zapier account. Zapier has a free plan tier that includes integrations to 5,000+ software tools at no cost and includes up to 100 tasks /mo and is free forever 😄
How to get started
Access our pre-built Cardtapp → Agent Wise CRM Zapier template:
Step 1: Authenticating your Cardtapp Account
Click the "Sign In" button
To get started, find the Sign In button. It should be located near the top of the screen. Once you've found it, click it.
Click the "Sign in" button
Enter Your Username and Password
Once you've clicked the Sign In button, a form will appear. Enter your Cardtapp login credentials and proceed to the next step
Troubleshooting
If you encounter any issues when trying to sign in to your account, make sure that you double-check your login information. If that does not work, contact customer support for further assistance.
Continue with Cardtapp authentication
Once you have authenticated your account, you should see the following information displayed in the right hand side of Zapier:
To pull in a test record, click on "Continue"
Then, click on "Test trigger"
Click, "Continue with Selected Record"
Step 2: Authenticate with your Wise Agent CRM account
Click on "Add Leads in Wise Agent CRM" from the Zapier builder
Click "Sign in"
Find / create your Wise Agent CRM Key following these steps:
To find your Wise Agent CRM API Key:
Find your API key by clicking the “Welcome" dropdown in the top right corner of the page and select Integrations Menu. On the Integrations Menu, expand Wise Agent Integrations and copy your API key from there.
Enter the API Key in the pop-up dialog displayed in Zapier.
Then, click "Yes, Continue to Wise Agent CRM"
