Placester to Wise Agent Crm

Placester to Wise Agent Crm

Connect Placester to Wise Agent Crm like Magic

How to Use Magical to Transfer Data from Placester to Wise Agent Crm

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Transfer Data from Placester to Wise Agent Crm: A Step-by-Step Guide

With Magical, you can transfer data from Placester to Wise Agent CRM in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Placester to Wise Agent CRM, helping you speed up response time and optimize your real estate processes.

What Placester data can you transfer

Magical enables you to transfer a wide array of data from Placester to Wise Agent Crm. Here are some examples of the information you can extract:

Client Name
Property Address
Email
Phone Number

And move more types of information by creating your own custom labels.

How to Transfer data from Placester to Wise Agent Crm using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Placester to Wise Agent CRM for more efficient real estate management. Follow these steps:

  1. Sign in to your Placester account and open the property listing containing the data you want to transfer, such as property details and client information.

  2. In Placester, label the information you want to transfer with Magical, like Property Details, Client Name, or Listing Price.

  3. Sign in to your Wise Agent CRM account and open the record where you want to add the Placester data.

  4. Type "//" in an empty field and select the information you want to transfer from Placester such as Property Details, Client Name, etc.

  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Placester and Wise Agent Crm

Swift and efficient responses in real estate management are crucial to maintaining client satisfaction. Placester is a powerful real estate platform and Wise Agent CRM is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your real estate management efforts. By leveraging Magical, you can easily move information from Placester to Wise Agent CRM, allowing you to focus on resolving client issues and improving client satisfaction.

Other ways to connect Placester and Wise Agent Crm

Using an API

An additional approach to integrate Placester and Wise Agent CRM is by directly utilizing their APIs. By integrating both APIs, you empower real estate teams with real-time property and client insights, fostering improved communication and a superior client experience. To employ this method, refer to their respective API documentation.

Common Questions

WHAT IS MAGICAL

Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.

Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.

HOW TO INSTALL MAGICAL

The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.

After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.

Ready to automate with Magical?

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