Support Center

How to set up Cloud Streams with Wise Agent

Last Updated: Oct 23, 2016 08:40AM PDT

To get Wise Agent set up with Cloud Streams, 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 Streams option on the left.

 

 


2. In another tab, login to your Cloud Streams account, click Settings in the top right, then Lead Generation. Copy the User Token key provided.

 

** If you can’t find your user token, please have look at this article - How to find your User Token **


 

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



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

 

 

 

 

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