Integrations / Zendesk Sell
Zendesk Sell Call Integration with CircleLoop
Integrate Zendesk Sell with CircleLoop - the better business phone system.
What does CircleLoop + Zendesk Sell Integration give you?
These are just a few of the added benefits you’ll get
Zendesk Call Routing
CircleLoop automatically routes the calls from your Zendesk Sell contacts through the app across multiple devices.
Sync Your Zendesk Contacts
Automatically sync your Zendesk Sell contact data into CircleLoop at the click of a button.
Zendesk Call Tracking
Every call, voicemail and call recording you make through CircleLoop can be logged in Zendesk Sell.
Zendesk Sell Inbound Call ID
If the contact is in your Zendesk Sell, you'll see full contact details and tags on the inbound call when it comes in through CircleLoop.
Zendesk Sell Phone Integration
Zendesk Sell is designed with your sales team’s needs at its core. Whether it’s converting a lead into a sale or simply providing an overview of the sales pipeline, Zendesk Sell is an incredibly powerful tool. As a user-centric CRM platform, it’s designed to minimise the amount of time your sales team spends playing around with difficult software. One of the key parts of Zendesk is how well it works with a host of integrations, like CircleLoop.
How does CircleLoop Integrate with Zendesk Sell?
CircleLoop slots right into Zendesk’s platform with ease. You can install CircleLoop in just a few clicks and instantly gain a number of benefits for your sales team. Our Zendesk integration allows for call tracking and call monitoring within Zendesk. Any incoming call will provide a link to the contact in Zendesk and any outgoing call can be made from either in the Zendesk platform or directly through the CircleLoop app, both on desktop and mobile.
CircleLoop makes your team management in Zendesk even easier, with automatic call logging and notes added to all contacts automatically. It’ll log calls, recordings and voicemails directly into Zendesk Sell.
Zendesk Sell integration
Benefits for your team
Zendesk caller ID
If they’re in your Zendesk contacts, CircleLoop instantly identifies the caller and gives you a direct link to their profile in Zendesk Sell. This means you’ll have all of the details you need right in front of you for that caller, including tags, notes and call records.
Better lead & customer management
There’s no need to leave the Zendesk Sell platform to speak to clients. All calls can be made within the platform using CircleLoop, which means you can view details and save time. All your Zendesk calls are automatically routed to CircleLoop as well for even more ease.
Zendesk call analytics at your fingertips
You’ll find all of the call data you need right in Zendesk Sell. Everything is logged automatically in Zendesk Sell whenever you make or receive a call with CircleLoop, so you haven’t got to worry about losing out on vital information.
Zendesk call logging means you don’t need to take notes
Let CircleLoop log your calls - letting you focus on more important things. All calls are logged automatically as notes, whether it’s a voicemail, recording or standard phone call. Each is then assigned directly to a Zendesk contact.
Access Zendesk contacts and call on the go
As CircleLoop syncs with your existing Zendesk contacts, you’ll be able to quickly search customers and prospects in CircleLoop’s app, even when you’re out and about.
Do You Have Questions?
Frequently Asked Questions
Take a look at the most frequently asked questions and don't hesitate to contact us if you need further assistance
What other features does CircleLoop offer for Zendesk users?
In addition to the direct integration features, you’ll also gain access to a whole host of other excellent CircleLoop features to help make Zendesk work even harder.
CircleLoop offers a cloud-based phone system for your sales team that will let them route calls, record calls, click to call and more. It gives you conference call capabilities too. As it’s a purely app based phone system you can access it from any device on mobile or desktop.
For a more comprehensive look at the CircleLoop features, check out our page.
Can I synchronise my Zendesk Sell contacts with CircleLoop?
When you install CircleLoop you’ll be given the option to synchronise your contacts. This means that any of your Zendesk Sell contacts will be browsable from your CircleLoop app.
Can I route Zendesk calls with CircleLoop?
CircleLoop offers call routing functionality, so you can control your inbound calls by number, user or team even when you’ve integrated it with Zendesk Sell.
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.
Deskphones
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.
Voicemail
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
Notifications
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
CIRCLELOOPS
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Already using Circleloop? All you need to do is link your CircleLoop & Zendesk Sell accounts, check our set-up guide for more details.
