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CRM & sales

SendPulse

Give your phone agent access to SendPulse contacts, lists and campaigns during every call.

SendPulse is where many small teams keep their contacts, email lists, SMS campaigns and automations. With SendPulse connected, your agent can look up a caller in your CRM, check which lists or campaigns they belong to, and add or update contact details while the call is still going. After the call it can log the conversation as a note and trigger the right automation, such as a follow-up email or a sales sequence. You connect SendPulse once with your own account credentials from its settings, and your agent works inside the permissions you set.

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What your agent can do with SendPulse

  • Look up a caller by phone or email in your SendPulse contacts during the call
  • Add a new contact or update name, phone and custom fields as the caller speaks
  • Check list and campaign membership to answer questions about subscriptions
  • Start an automation or sequence, such as a follow-up email, after the call ends
  • Pull basic engagement stats for a flow or email to report on recent activity

SendPulse exposes 616 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound question from an existing contact

  1. Caller

    Hi, I think I'm already on your mailing list. Can you check my email is still subscribed?

  2. Agent

    Sure. Can I have the email address you signed up with?

  3. Caller

    It's karen.doyle@mail.com.

  4. Agent

    Thanks, Karen. You're subscribed to the spring newsletter and the service updates list. Do you want me to remove you from either one?

New lead asks for a quote

  1. Caller

    I run a small plumbing company in Leeds and saw your ad. Can someone send me pricing?

  2. Agent

    Happy to help. What's the best email and phone number for you?

  3. Caller

    Ben Walsh, ben@walshplumbing.co.uk, 07700 900412.

  4. Agent

    Got it, Ben. I've added you as a new contact and started our pricing follow-up email. You should receive it in the next few minutes.

Outbound check-in after a trial

  1. Agent

    Hello, this is calling for Amira's Bakery in Dubai. Am I speaking with Layla?

  2. Caller

    Yes, this is Layla.

  3. Agent

    Thanks for trying our loyalty program. I can see your trial ends on Friday. Would you like me to send you the upgrade options by email now?

  4. Caller

    Yes please, send them.

How to connect SendPulse

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect SendPulse

    From Integrations in the dashboard, choose SendPulse and enter the connection details from your SendPulse account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the SendPulse actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with SendPulse during the call or after it?

Both. During a call it can look up and update contacts. After the call it can start automations, such as follow-up emails, and log notes against the contact.

What do I need to connect SendPulse?

A SendPulse account and its credentials from your SendPulse settings. Sign in to the AgentCalls dashboard, choose SendPulse under tools, and enter your details.

Which plan includes the SendPulse integration?

Tool integrations, including SendPulse, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with SendPulse.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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