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How to set up Cloud CMA with Wise Agent

Last Updated: Oct 30, 2016 07:37AM PDT

To get Wise Agent set up with Cloud CMA, please have a look at the following:

1. Login to your Wise Agent account, click on the “Welcome” tab in the top right corner and click “Integration Menu”.  





Note the Cloud CMA option on the left.



2. In another tab, login to your Cloud CMA account, click Settings in the top right, then Lead Gen in the black bar. Copy the API Key key provided.



3. Back in Wise Agent, paste the API Key into the appropriate field. Click “Activate” to the right.

Now, on any Contact Summary page, you will see a small Cloud CMA icon near the primary address fields. 



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