Court-record leads, straight into Wise Agent
Every new Keystone lead lands in Wise Agent on its own, through Zapier. Pick Wise Agent in your dashboard and we build the connection for you, or start from our ready-made template.
What lands in Wise Agent
Each new Keystone lead becomes a lead in Wise Agent, with:
Three steps
1. Open CRM Connect
In your Keystone dashboard, open CRM Connect and pick Wise Agent.
2. Sign in to Zapier and Wise Agent
Follow the buttons. We build the Zap that sends your leads to Wise Agent and switch it on for you.
3. Leads arrive on their own
Each new lead becomes a lead in Wise Agent. Nobody copies anything over by hand.
Rather build it yourself in Zapier? Open our Wise Agent template, press Try this template, and connect your Keystone account with a key from CRM Connect.
Wise Agent integration questions
Do I need a Zapier account?
Yes. The connection to Wise Agent runs through Zapier, and each lead that goes through it uses one Zapier task.
Can I choose which leads go to Wise Agent?
Yes. In CRM Connect you can pick lead types and counties. Leave them blank and every lead in your counties goes.
Can I connect a CRM during the free trial?
No. Connecting a CRM is part of a paid subscription. The trial lets you see the leads in your county first.
Who do I ask for help?
Email carson@keystonecourtdata.com. Developers can read the Zapier integration API page.
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