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Integrated Partners
This integration gives agents the ability to access and manage their contacts, transactions, and files across the CRM and Transactions (zipForm® Edition) platforms. Follow the steps below to disconnect the integration if you no longer wish to link your ZipForm® Transactions with your Wise Agent CRM.
Last updated on 28 May, 2024
From the sidebar, select Integrations ➜ Settings.
On the right-hand column, locate and select Transactions (ZipForm® Edition)
Click on the red Disconnect button. A pop-up will appear asking you to confirm that you wish to disconnect the integration, select Yes.
That's it! The integration is now disconnected.
