CircleLoop integrates with Infusionsoft, to give you synchronised contacts, click-to-call functionality and automated CRM notes for calls received, made, missed and voicemail.
There are 2 simple steps to complete and then you'll be up and running in just a couple of minutes!
Once the initial setup is complete you can now personalise your integration by clicking on Configure and selecting options to Log SMS (if you're using a mobile number), Log Call Activities and Call Recordings. You can also ask CircleLoop to create Tasks in Infusionsoft for any missed calls - very handy to prompt a swift follow-up.
The integration is now complete. Restart your CircleLoop app, refresh Infusionsoft and you're good to go!