CircleLoop

Updated 2 months ago by philippe Roireau

CircleLoop is a simple cloud-based business telephone service like no other. You've got an app for everything else, so why not your business phone too?

How it works

The CircleLoop Gorgias integration imports contact information from your Gorgias Customers.

As you add, update or remove contacts in Gorgias, those details will be synchronized with CircleLoop. Contacts are synchronized on a daily basis.

Gorgias - Contacts Import To CircleLoop

Now you can make calls directly from Gorgias!

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, simply click the phone number of the customer. 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 "calls history" for that customer. Additionally, CircleLoop will update your Gorgias customer with information about call recordings and SMS messages.

Gorgias - Calls History

Setup instructions

  1. Navigate to the CircleLoop 'Integrations' menu by either:
  1. Scroll to the Gorgias integration and click 'Install'.
Gorgias - Integration - Install

In order to connect your CircleLoop and Gorgias accounts you will need to provide:

Gorgias - Details Required
  1. 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.

Gorgias - Select Ticket-Settings

Under Your Profile, click REST API.

Gorgias - Select 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.

Gorgias- REST API Settings Including Key and Domain

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.

Gorgias - Domain in address bar

You can also find your domain name in the REST API page of Gorgias Settings. It is part of the Base API URL. 

Gorgias - Domain From API Base URL

Enter the domain into the Gorgias integration installation.

Gorgias Contacts in CircleLoop

CircleLoop helps you recognize which of your contacts were imported from Gorgias by tagging them.

Gorgias - Contact in CircleLoop Listing

By viewing a contact's details, you can navigate directly to their information in Gorgias by clicking View on Gorgias.

Gorgias - Contact in CircleLoop

Customizing or Updating Gorgias Integration

Once the integration is installed, you can choose which details you wish to log to your Gorgias contacts. To customize Gorgias integration navigate to the CircleLoop integrations menu by either:

Scroll to the Gorgias integration and click 'Configure'.

Gorgias - Configure Integration

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:

Gorgias - Configure Integration Details-1

When you have finished making changes, click 'Reconfigure'.

FAQs

  • How do I disconnect CircleLoop from my Gorgias account?

To remove Gorgias integration, navigate to the CircleLoop integrations menu by either:

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!

Please note that this integration was built by our partners and while we do support it, in case any technical issue arises, the wait time might be a bit longer than for a regular support request. Thanks for your understanding!


What do you think? Yay or Nay?