AGENCYBLOC INTEGRATION

Intulse's AgencyBloc integration merges your phone with your CRM (customer relationship management). Any screen in the Intulse App that would normally display a simple phone number automatically searches the caller ID within AgencyBloc and returns any contact or organization records that match.

When someone calls you instead of displaying the Caller ID you'll see the name of the contact as it appears in AgencyBloc and can click on the name to launch their account within AgencyBloc. You can quickly add call notes to a contact's activity and the note will automatically contain all the basic information about the call such as start time, duration, direction (inbound/outbound), and if the if the call was recorded, a link to the recording. You will be able to start calls to AgencyBloc contacts directly from within the Intulse App by simply searching for a contact name on the My Phone screen.

To experience the integration between Intulse and AgencyBloc you will need to use the Intulse App.

CONNECTING AGENCYBLOC TO THE INTULSE APP

This guide assumes that you already have the Intulse App on your favorite device and that you are already logged in. If you need help getting into the App click here to learn more.

1. Click the More icon on the menu
2. Click AgencyBloc in the More menu
3. Enter your AgencyBloc API SID
4. Enter your AgencyBloc API Key
5. Click the Save button to save your changes

• You can turn automatic call logging on/off. This will cause every incoming and outgoing call that can be matched against a contact to be logged right after the call ends.

For more information about AgencyBloc, check out their website!