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Simplero contacts, tags and lists, updated while your agent is on the phone.

Connect Simplero and your agent can look up contacts by email, create or update them, add tags, and place subscribers on lists. When a caller gives their email, the agent finds their record and can tag them for follow-up. New leads from a call are saved as contacts straight away, so your course and coaching funnel stays current without manual entry.

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What your agent can do with Simplero

  • Look up a contact by email during the call and confirm their details
  • Create or update a contact from what the caller tells the agent
  • Add tags to a contact for segmentation or follow-up tracking
  • Check a subscriber's status on a specific list before answering a question

Simplero exposes 19 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound lead from a coaching program

  1. Caller

    Hi, I saw your leadership coaching program. Can you tell me more about it?

  2. Agent

    Of course. It is an eight-week program with weekly group sessions. May I take your email so I can send you the details?

  3. Caller

    Sure, it's dana.morales@example.com. My name is Dana Morales.

  4. Agent

    Thanks, Dana. I have added you as a new contact and tagged you as interested in leadership coaching. The brochure will reach your inbox shortly.

Checking an existing student's enrollment

  1. Caller

    Hi, I want to confirm I'm on the list for next month's cohort.

  2. Agent

    I can check that for you. What email did you sign up with?

  3. Caller

    tom.reyes@example.co.uk

  4. Agent

    Thanks, Tom. You are subscribed to the March cohort list, and your record is up to date. Would you like me to tag you for the waitlist instead?

Follow-up after a discovery call

  1. Agent

    Hello, this is calling on behalf of Northline Marketing Studio. Am I speaking with Priya Shah?

  2. Caller

    Yes, that's me.

  3. Agent

    You asked for pricing on the twelve-week funnel course. I have tagged your contact as a warm lead, so our team can follow up on Thursday at 10 a.m. Does that work?

  4. Caller

    Thursday works. Thank you.

How to connect Simplero

  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 Simplero

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

  3. 3

    Choose the actions

    In the agent editor, enable the Simplero 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 update Simplero during the call or after it?

During the call. When the caller gives an email, your agent can look up the contact, create or update the record, and add tags while they are still on the line.

What do I need to connect Simplero?

A Simplero account and its credentials, which you enter in the AgentCalls dashboard under Tools. Your agent then uses the connection for the actions you enable.

Which AgentCalls plan includes this integration?

Simplero is included from the Growth plan. Smaller plans can use AgentCalls without tool connections.

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Put your agent to work with Simplero.

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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