Integrations / Infusionsoft

Infusionsoft phone system integration

Keep your team in InfusionSoft, makebetter calls, log and track clientcommunications effortlessly.

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What does CircleLoop + Infusionsoft Integration give you?

These are just a few of the added benefits you’ll get

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    Instant Click-To-Call

    Your Infusionsoft contacts' phone numbers become clickable links.

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    Contact Sync

    Automatic sync of your Infusionsoft contact data into CircleLoop.

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    Infusionsoft Call Logging

    Every call and voicemail logs automatically. There’s Infusionsoft call recording available too. Full Infusionsoft call tracking integration happens automatically with a contact.

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    Missed calls create follow-up tasks

    Any missed calls are automatically created as follow-up tasks

InfusionSoft integration

Benefits for your team

Instantly know who’s calling

CircleLoop identifies the caller and gives you a direct link to InfusionSoft

Better customer management

No need to leave InfusionSoft to speak to clients

Instant access to call analytics

Everything is logged automatically in InfusionSoft

Onboard new team members faster

Call notes and recordings make client handovers easier and more effective

Search & call on the move

The CircleLoop app lets you quickly search and call your contacts and customers on the go and gives you their full information, including notes.

Sales process development

Call recording and logging allows better feedback on lead quality

Instant access to all comms data

You already log your email & chats, add your phone to close the loop

Smart features that save you time and money

Self service

Add a Platinum, Gold, Silver or Bronze number to your CircleLoop account

Desktop and Mobile Apps

As a cloud-based phone we run using VoIP (voice over internet protocol), so you can make and receive calls on your mobile or desktop.


CircleLoop can sync up with deskphones, so if you still need a physical phone presence we can help there too.

Number Porting

Port your old number over to CircleLoop, so you haven’t got to worry about losing key inbound prospects.


While our apps lessen the worry of missing a call, we offer voicemail transcribing for any voicemails left to your CircleLoop numbers.

Out of Hours Routing

Set the days and times you are available, route calls to another team, menu or external number

Call Transfer

Transfer calls to another team, menu or another user


All voicemails can be converted to text and sent to your activity feed or email

Conference Calling

Every user gets their own conference room, to arrange group calls with ease

Call Recording

Call recording lets your sales team learn from their mistakes and improve their calls, plus they don’t have to worry about taking note or missing a detail.

Call Greetings & Menus

If people need to return your sales calls, you can set up in-call menus to direct callers to the right place.

Call Forwarding

Send inbound calls to mobile phones or other landline numbers


Similar Integrations

Check out our growing list of powerful integrations and webhooks helping your team save time and get more done.

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Already using Circleloop? All you need to do is link your CircleLoop & InfusionSoft accounts.

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