Add the power of CircleLoop to your Gorgias account.
What Does Gorgias Integration Do?
Getting Started - Installing the Gorgias Integration
Gorgias Contacts in CircleLoop
Customise / Update Gorgias Integration
What Does Gorgias Integration Do?
Synchronise Contacts from Gorgias to CircleLoop
The CircleLoop Gorgias integration imports contact information from your Gorgias Customers. This may take a few minutes if you have a large number of contacts.
As you add, update or remove contacts in Gorgias, those details will be synchronised with CircleLoop. Contacts are synchronised on a daily basis.
Log Call Details, Call Recording and SMS Messages to Gorgias Contacts
When you make a call to a Gorgias customer through CircleLoop, information relating to that call is logged in Gorgias's "calls history" for that customer. Additionally, CircleLoop will update your Gorgias customer with information about call recordings and SMS messages.
Make Calls Directly From Gorgias
If you have the CircleLoop Chrome extension installed, you can make CircleLoop calls to your customers directly from Gorgias. Details of the call are then logged in Gorgias.
To make a call from within Gorgias, simply click the phone number of the customer. CircleLoop will open with that number, ready to make the call.
Getting Started - Installing the Gorgias Integration
Navigate to the CircleLoop integrations menu by either:
- Clicking Settings in the CircleLoop app, then clicking Integrations
- Visiting https://integrations.circleloop.com
Scroll to the Gorgias integration and click Install.
In order to connect your CircleLoop and Gorgias accounts you will need to provide:
- The email address associated with your Gorgias account
- An API key for accessing Gorgias (see How to Find Your API Key)
- The domain of your Gorgias account (see How to Find Your Domain)
When you have provided all the required information click Install. After a few moments a message will appear notifying you that the Gorgias integration was installed successfully.
How to Find Your API Key
An API key is a like password that services use to access each other. Gorgias lets you create an API key to give to other services such as CircleLoop to allow them to securely access a limited set of information within your account, such as contacts, and to update information, such as call history.
So, in order for CircleLoop to access information within your Gorgias account you will first need to create an API key within Gorgias. You then provide that API key to the CircleLoop integration.
To create your API Key log in to your Gorgias account. Click on Tickets in the top left to bring up the Gorgias menu. Then click Settings.
Under Your Profile, click REST API.
On the page that appears, under Password (API Key) click "Create API Key".
An API Key will then be provided in the Password (API Key) box. Click Copy next to the API Key.
Paste this key into the Gorgias integration installation.
How to Find Your Domain
Gorgias creates a domain for your company when you create your account. CircleLoop uses this domain name to tell Gorgias which account it is connecting to.
The domain name takes the form of mycompany.gorgias.com. You can see it in the address bar of your web browser when you are using Gorgias.
You can also find your domain name in the REST API page of Gorgias Settings. It is part of the Base API URL.
Enter the domain into the Gorgias integration installation.
Gorgias Contacts in CircleLoop
CircleLoop helps you recognise which of your contacts were imported from Gorgias by tagging them.
By viewing a contact's details, you can navigate directly to their information in Gorgias by clicking View on Gorgias.
Customising or Updating Gorgias Integration
Once the integration is installed, you can choose which details you wish to log to your Gorgias contacts. To customise Gorgias integration navigate to the CircleLoop integrations menu by either:
- Clicking Settings in the CircleLoop app, then clicking Integrations
- Visiting https://integrations.circleloop.com
Scroll to the Gorgias integration and click Configure.
You can choose whether or not to log information to your Gorgias customers about:
- Call Recordings
- SMS Messages
- Call Activities
You can also update your Gorgias account integration details, including:
- The email address associated with your Gorgias account
- An API key for accessing Gorgias (see How to Find Your API Key)
- The domain of your Gorgias account (see How to Find Your Domain)
When you have finished making changes, click Reconfigure.
Frequently Asked Questions
How do I disconnect CircleLoop from my Gorgias account?
To remove Gorgias integration, navigate to the CircleLoop integrations menu by either:
- Clicking Settings in the CircleLoop app, then clicking Integrations
- Visiting https://integrations.circleloop.com
Scroll to the Gorgias integration and click Uninstall. After a few moments you will see a message notifying you that the integration was uninstalled successfully.
Note: Contacts that were previously imported from Gorgias will now be removed from CircleLoop.