Integrations / Infusionsoft
Infusionsoft phone system integration
Keep your team in InfusionSoft, makebetter calls, log and track clientcommunications effortlessly.
What does CircleLoop + Infusionsoft Integration give you?
These are just a few of the added benefits you’ll get
Instant Click-To-Call
Your Infusionsoft contacts' phone numbers become clickable links.
Contact Sync
Automatic sync of your Infusionsoft contact data into CircleLoop.
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.
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.
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 & InfusionSoft accounts.
