Prosperworks CRM Integration
Prosperworks is a powerful CRM for Google apps users that integrates directly with Gsuite. Prosperworks also have various preset CRM templates including one for real estate.
Why Integrate CallAction + Prosperworks
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 functionality of the Prosperworks 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 Prosperworks API Integration
Let's get you started.
Go to Prosperworks Login
Scroll down left side to Settings
Click on Settings
Click on API key
Click Generate API Key
Copy the API Key
Enter CallAction.co in label
Next, we will complete the Prosperworks integration inside of CallAction
Login to CallAction
Click on top left Profile
Scroll down and click Integrations
Click on Propsperworks
Enter the email address used with your Prosperworks API
Paste your Prosperworks API key into API field
Click Save All Changes
Lastly, we much activate your individual CallAction numbers to sync captured campaign data back into your Propsperworks CRM
Click on Numbers
Select CallAction number to integrate
Click Manage
Click on Call Settings
Scroll down to Prosperworks ON / OFF toggle switch
Toggle to ON
Click on Save All Changes
Repeat on all CallAction numbers you want to sync via API.
Multiple CallAction Users on Different Prosperworks CRM Accounts
Have each user repeat the steps above for their own individual accounts.
Try CallAction + Prosperworks CRM Integration Free
We have various integrations available on our intelligent automation platform to create powerful workflows. If you are not currently a user of CallAction you can setup a free 14-day trial of CallAction and a free trial of Prosperworks.