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Prosper Works

How to integrate the Prosper Works CRM for Google Apps / Gsuite with CallAction intelligent automation & call capture platform

Updated over 2 weeks ago

Prosper Works CRM Integration

Prosper Works is a powerful CRM for Google app users that integrates directly with Gsuite. ProsperWorks also has various preset CRM templates, including one for real estate. 

Why Integrate CallAction + Prosper Works

Benefits of this Prosperworks CRM integration:  

  • Save time by eliminating manual data-entry of inbound calls to CRM using a powerful call capture phone solution.

  • Expand the functionality of the Prosper Works CRM system using CallAction intelligent drip campaigns featuring text messages, video text, and ringless voicemail drops to also eliminate time-consuming outbound lead follow-up.  

Easy Prosper Works API Integration

Let's get you started. 

  1. Go to Prosper Works Login

  2. Scroll down the left side to Settings

  3. Click on Settings

  4. Click on the API key

  5. Click Generate API Key

  6. Copy the API Key

  7. Enter CallAction.co in the label

Next, we will complete the Prosper Works integration inside of CallAction

  1. Login to CallAction

  2. Click on the top left Profile

  3. Scroll down and click Integrations

  4. Click on Prosper Works

  5. Enter the email address used with your Prosper Works API

  6. Paste your Prosper Works API key into the API field

  7. Click Save All Changes

Lastly, we must activate your individual CallAction numbers to sync captured campaign data back into your Prosper Works CRM

  1. Click on Numbers

  2. Select the CallAction number to integrate 

  3. Click Manage

  4. Click on Call Settings

  5. Scroll down to Prosper Works  ON / OFF toggle switch

  6. Toggle to ON

  7. Click on Save All Changes

Repeat on all CallAction numbers you want to sync via API.

Multiple CallAction Users on Different Prosper Works CRM Accounts

  • Have each user repeat the steps above for their own individual accounts.

Try CallAction + Prosper Works CRM Integration Free

We have various integrations available on our intelligent automation platform to create powerful workflows.

Book a demo call to see the integration in action.


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