Enhanced Twilio Integration – Inbound Calls & Automatic Notes

Want to make, receive, record & analyze calls from within your CRM? Then look no further. We’ve got you – and your ears – covered. Pushing VoIP integration to the next level, Agile has already made its mark as the leading Twilio CRM, and our enhanced Twilio integration now includes inbound calls. We’ve also introduced a feature that automatically stores a note with call details after you finish a call.

Twilio Inbound Calls

Calls remain an essential tool for conversions and retention, just as email remains one of the most effective marketing devices. Putting a voice to your company isn’t just a nice thing to do, it’s also good business. While many Agile users have been enjoying Twilio integration since we launched, even more users have adopted the platform recently since it enables SMS messaging (text messages) in Agile’s automated sales and marketing campaigns. The first iteration of the integration only allowed for outbound calls, but our developers have been hard at work and the plugin is now a complete telephony solution:

  • Inbound Calls: The enhanced integration lets you receive calls directly from your Agile dashboard. No more switching between apps or hardware.

Answer inbound calls

  • Automatic Notes: following a call, a brief note with call details is automatically added to the contact’s page under the ‘Notes’ tab. If you’re handling lots of leads, automatic notes help keep your sales team on track.

Automatic notes

 

  • Record Calls: Don’t forget to record calls if you want to analyze the conversation or make note of anything that was discussed. If ‘Record the call’ is checked, your call will be recorded.

Record a call

Why make calls from the CRM instead of the old-fashioned way? Because you have access to our 360-degree contact view, campaigns and reports at the same time as you’re chatting with customers and leads. Add tags and launch campaigns while you’re on the phone with a contact.

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Manohar Chapalamadugu

With over ten years of entrepreneurial experience in SaaS/Mobile/Telephony, Manohar Chapalamadugu has founded many successful product companies like InVox, MantraGroup (acquired) and ClickDesk (more than 125,000 businesses). He has held VP, Product Development at Corsoft and Director, Product Development at Veratron. He has a Masters in Computer Science from SUNY, Stony Brook and Bachelors from Birla Institute of Technology and Science, Pilani.

3 Comments

Edward Deane

about 3 years ago

We need this on the mobile home app

Reply

Tim

about 3 years ago

Where do we choose to record the call? When we click on a number, all that comes up is the dialpad/hangup box...

Reply

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