Keap to DialPad Integration - Conversion Leadership

Automatically Capture Sales Call Data

Keap to DialpadIntegration

More Meaningful Keap Contact Records

Centralise your sales activities data in your CRM

CRM Automation For Your Sales Team

Automatically update Sales call data in your Keap CRM. Centralise your customer contact history for even better Sales outcomes.

The truth is most CRMs are not great for Sales people to update when they’re on the go. That means scribbled notes in journal books, info trapped in emails or SMSs and important reminders going missing.

Centralising sales call data in your CRM prevents the loss of vital customer information when a Sales person leaves. This means your team can quickly pick up the pieces and keep the customer relationship going strong.

Agent Envoy is Conversion Leadership’s intelligent integration app for connecting Keap and Dialpad. Agent Envoy securely exchanges data between your CRM and VoIP system for your Sales team to do more calls and less admin.

Sync Contacts

Dynamically synchronised Contact data stops misdials and wrong numbers. Have the latest info from your CRM always at your fingertips.

Improve Sales team motivation to keep dialling when you stop wasting time and money calling ‘no go’ customers.

Call Data

Automatically posted call recordings and transcripts straight into your CRM for Sales leadership reviews and training.

Build your brand and reputation with automated SMS followup Sales campaigns driven by your CRM.

Call Outcomes

After hang-up, one touch call reporting direct to your CRM Contact record makes sentiment tracking even easier.

Get maximum advantage out of your CRM contact segmentation to create highly targeted reports using Sales captured call data.

Capture Sales Calls straight Into Keap

Experience the Aussie way of getting integration done and being supported.

About Agent Envoy… this is a highly specialised solution that takes customisation to securely connect your systems together. It’s not something that Zapier can do!

Agent Envoy has AI smarts that troubleshoot connectivity and data exchange challenges real-time to prevent frequent outages or synchronisation problems.

Onboarding starts with getting the details for the connection end points of your Keap CRM and Dialpad account. Our team ‘hand-holds you’ (on the phone or livestream) through some test scenarios to ensure that data is going into each of the systems in the right place.

Once you are up and running you get high touch support, through email and phone calls speaking directly with the technical team to get difficulties solved or questions answered right away.

From $150/month, Agent Envoy saves your team hours of sales admin every month.

Ask us about connecting your Keap CRM and Dialpad today – 1300 766 328