High Level - Invoco Telecom

Invoco's Integration with High Level

HighLevel is the first-ever all-in-one platform that will give you the tools, support and resources you need to succeed with your agency. All the tools you need in one platform without having to “duct-tape” multiple platforms together!

This integration will:

Do a lookup to your High Level database and attempt to match a telephone number to a contact as the phone rings.
If we find a match, you’ll see automatically generated call notes, including a link to a call recording, sentiment rating and description, appear in the 'notes' tab of that contact's record in High Level
If we don’t find a match for the telephone number, the integration can create new contacts whilst still populating the same call notes, ready for you to amend with the correct caller name.
Apply tags to certain calls or to certain numbers when rang, and trigger automations completely of your choosing.
If enabled, desktop notifications will pop up as you're called, which when clicked, will take you straight into that callers record - saving you from searching as you talk.
Display the caller’s name on your Invoco VoIP Phone, as long as you have the Contact Lookup feature enabled!

And optionally, with our Invergence system:

Sentiment analysis scores (and a short explanation on the reasoning for the score), generated by our AI, will help you track how your customer service team are doing, as well as giving you the ability to trigger a workflow if the score is too low.
Transcribe calls and upload them to contact records automatically.
Provide in depth call summaries.
Provide meeting notes and actions based on the results of the call.
Trigger High Level automations from different call scenarios.

How to set up the integration between Invoco and High Level....

How to configure your automations in High Level using the Invoco integration...

Still unsure about how it all works or just need some advice?

Request a call back from one of our friendly sales team!

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Invoco's Integration with High Level

This integration will:

And optionally, with our Invergence system:

How to set up the integration between Invoco and High Level....

How to configure your automations in High Level using the Invoco integration...

Request a call back from one of our friendly sales team!

Other integrations you might like...

ActiveCampaign

Agile CRM

Autotask

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