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 send text message and 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.
If you would like to have AgencyBloc integration enabled for your account please contact Intulse support and we would be happy to turn it on for you.
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.
Only Admins in the Intulse app can update some of the required settings for your AgencyBloc integration
After an administrator has setup the required information for the AgencyBloc integration each user can then choose how they want calls to be logged in AgencyBloc. By default calls are logged as "Completed" activities but you can choose to switch to "In Progress" activities. This will require that you get your user ID number from AgencyBloc but can have several advantages. In progress activities show in AgencyBloc on your dashboard thus giving you a reminder to enter in notes about the calls you've participated in.
For more information about AgencyBloc, check out their website!