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CircleLoopUpdated 2 days ago

This integration was built by our partners and the wait time in case of any technical issues might be a bit longer than for a regular support request.


The CircleLoop integration imports contact information from your Gorgias Customers - as you add, update, or remove contacts in Gorgias, those details will be synchronized with CircleLoop daily.

You can make calls from Gorgias and have the information synced across platforms.

Gorgias - Calling From Within 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, click on the phone number of the customer and CircleLoop will open with that number, ready to make the call.

From there, you can log call details, call recordings, and SMS messages to Gorgias contacts.

Gorgias - Logging to Gorgias

When you make a call to a Gorgias customer through CircleLoop, information relating to that call is logged in Gorgias's call history for that customer. Additionally, CircleLoop will update your Gorgias customer with information about call recordings and SMS messages.

Gorgias - Calls History

CircleLoop helps you recognize which of your contacts were imported from Gorgias by tagging them.
Gorgias - Contact in CircleLoop ListingBy viewing a contact's details, you can navigate directly to their information in Gorgias by clicking View on Gorgias.
Gorgias - Contact in CircleLoop



Steps

Create the integration

1. Navigate to the CircleLoop Integrations menu by clicking Settings in the CircleLoop app, then clicking Integrations.

2. Scroll to the Gorgias integration and click on Install.
Gorgias - Integration - Install
To connect your CircleLoop and Gorgias accounts you will need to provide:

Gorgias - Details Required
3. When you've provided all required information click on Install - after a few moments, a message will appear notifying you that the Gorgias integration was installed successfully.


Customize or update the integration

1. Navigate to the CircleLoop integrations menu by clicking Settings in the CircleLoop app, then clicking Integrations.

2. Scroll to the Gorgias integration and click on Configure.
Gorgias - Configure Integration3. 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:

4. When you've finished making changes, click on Reconfigure.


Disconnect CircleLoop from Gorgias

1. Navigate to the CircleLoop integrations menu by clicking Settings in the CircleLoop app, then clicking Integrations.

2. Scroll to the Gorgias integration and click on Uninstall - after a few moments, you'll see a message notifying you that the integration was uninstalled successfully.

Contacts that were previously imported from Gorgias will now be removed from CircleLoop.
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