How-to guide · You set it up
Send open house leads to Wise Agent
Wise Agent's action asks nothing of you: every field is optional, so a phone-only sign-in saves as happily as a complete one. That makes this the simplest setup in the cluster, and Categories the field worth thinking about.
Who is actually doing the connecting
You are. Open House Console does not plug into Wise Agent, and this page is not an announcement that it does. We post every new sign-in to whatever URL you give us. You catch it in your own Zapier account, with your own Wise Agent login, and you decide where each field lands. Nobody has to approve anything, which is exactly why this works with a CRM that has never heard of us.
Why Add/Update Lead/Contact
Add/Update Lead/Contact both creates and updates, and every single field on it is optional. That combination is unique in this cluster and it changes what the setup looks like: no filter step, no default values, nothing to work around. What is left is the one decision that actually affects your business, which is how these contacts are grouped once they arrive.
The Wise Agent CRM app on Zapier (opens in a new tab). Checked on 2026-08-29. Action names and fields on this page come from that listing, not from us.
Step by step
Setting it up, start to finish
The first 3 are the same for every CRM. The rest are specific to this one.
1Start a Zap with Webhooks by Zapier
In your own Zapier account, create a Zap and choose Webhooks by Zapier as the trigger, then the Catch Hook event. Zapier gives you a URL that is yours alone. Nothing here runs through us, and your CRM login never leaves your Zapier account.
2Paste that URL into your profile
Open your Open House Console dashboard, go to Profile, and paste the URL into the CRM / Zapier field. Save. From that moment, every visitor who signs in at any of your open houses is posted to that address as JSON, in the background, without slowing down the screen in front of them.
3Do one test sign-in so Zapier learns the shape
Open your own sign-in page and fill it in as if you were a visitor, answering every question you have turned on. Zapier catches that first lead and uses it to build the list of fields you can map. Skipping a question here means Zapier never sees that field and you cannot select it later, so answer them all, then delete the test lead from your dashboard.
4Add the action and map what you have
Add an action step, choose Wise Agent CRM, and pick Add/Update Lead/Contact. Because nothing is required, you can map only the fields you are confident about and save. A visitor who gave a name and a phone number and nothing else still lands as a real contact, which is not true of several other CRMs in this cluster.
5Split the name anyway, even though you do not have to
First Name and Last Name are both optional here, so you could put the whole name in First Name and it would save. Do the Formatter split anyway, Text, Split Text on a space. It costs one step now and it is the difference between a mail merge that says Dear Dana and one that says Dear Dana Whitfield.
6Decide the Category before you turn the Zap on
Categories is how Wise Agent groups people, and it is the field that turns this from a list of names into something you can work. Set one fixed category on every lead this Zap creates, spelled identically every time. If you want more granularity, use a Zapier path on the timeframe answer and set a different category per branch, so the ready buyers and the browsers are separable on Monday without you reading every note.
7Use Cell Phone, and put the rest in the Note
Three phone fields exist, Home, Cell and Business. The number was typed on a phone at a front door, so it is a mobile: use Cell Phone. Then send the open house address, the financing and timeframe answers, and your custom question answers into Note as one readable block, because this action has no custom fields.
Field mapping
What goes where in Wise Agent
Left is what we send. Right is the field on that action, named the way it names itself.
| We send | Put it in | Watch for |
|---|---|---|
lead.name | First Name | After a Formatter split; segment two goes to Last Name. |
lead.email | Email Address | Optional, so a blank one is fine. |
lead.phone | Cell Phone | Not Home Phone. It is the number they typed at the door. |
open_house.address | Note | Name the listing so the record says where you met. |
lead.financing_status | Note | |
lead.buying_timeframe | Note | Also a good Zapier path condition for setting Categories. |
lead.custom_answers | Note | |
lead.has_agent | Categories | Worth its own category: it is a different follow-up. |
lead.home_to_sell_address | Address | Their own home. Only present when they said yes. |
Every field except the name, the open house and the timestamp can be empty, because you choose which questions your sign-in form asks.
Before you turn it on
What goes wrong with Wise Agent
Nothing being required cuts both ways. A Zap that is misconfigured will happily create a contact with almost nothing in it, and you will not get an error telling you so. Check the first two or three real leads by hand before you trust it.
Source is a single free text field, so spell it identically every time. Open House, open house and OpenHouse are three different sources as far as any later filter is concerned.
This action has no custom fields, so financing and timeframe are readable text in the Note and nothing more. Categories set by a Zapier path is the only way to make them act like data.
Reference
Exactly what we post
One of these arrives the moment a visitor finishes signing in, in the background, once per sign-in.
{
"event": "lead.created",
"lead": {
"name": "Dana Whitfield",
"email": "dana.whitfield@example.com",
"phone": "(512) 555-0148",
"has_agent": false,
"financing_status": "Pre-approved",
"buying_timeframe": "0-3 months",
"home_to_sell": true,
"home_to_sell_address": "1140 Cedar Bend Dr",
"custom_answers": [
{
"question": "How did you hear about this open house?",
"answer": "The sign on the corner"
}
]
},
"open_house": {
"id": "6f0a1c8e-2b77-4c1e-9a0b-3d5e7f911c24",
"address": "482 Maple Ridge Ln, Austin, TX 78704"
},
"captured_at": "2026-08-29T21:04:11.302Z"
}Two details catch people out. The name is one string, exactly as the visitor typed it, so a CRM that wants a first and a last name needs a Formatter step in between. And the phone arrives formatted the way we store it, as (512) 555-0148, so anything that expects the plus-one form needs converting too.
Your CRM is the destination, not the system of record. Every lead is still in your Open House Console dashboard with its notes and follow-up status, so a Zapier task that fails at midnight cannot lose you a visitor.
FAQ
Common questions
Does Open House Console plug into Wise Agent?+
No, and nothing on this page says it does. Open House Console posts every new sign-in to whatever URL you put in your profile. You are the one who catches it in your own Zapier account and points it at Wise Agent, using your own Wise Agent login. Neither company has to agree to anything, which is precisely why this works today rather than waiting for two software companies to find time to talk.
Do I need a filter for visitors who skip the email?+
No, and that is the nicest thing about this one. Every field on the action is optional, so a lead with only a name and a phone number saves without complaint. Several other CRMs in this cluster fail that lead outright.
What should I use for the Category?+
One fixed category on every door lead is enough to start, because the value is being able to pull them up as a group. Split it later with a Zapier path on the timeframe answer if you want the ready buyers separated from the browsers.
Wise Agent changed something and this page is now wrong? Tell us and we will fix it or take the page down. support@openhouseconsole.com
Other CRMs
Using something else?
Same webhook, different fields at the far end.
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