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CRM & sales

WildApricot

Let your AgentCalls agent look up contacts, members and events in WildApricot during a call.

Connect WildApricot and your agent can answer member questions on the phone. It can find a contact, check a membership level, confirm an event and its schedule, or look up a registration. It can also create a new contact or member when a caller signs up, and remove a record when you ask it to. Your agent works from the same data your team sees in WildApricot, so answers stay consistent across phone, email and the admin panel.

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What your agent can do with WildApricot

  • Look up a member or contact by ID and read their details during the call
  • Check membership levels, fees and renewal information for a caller
  • Confirm event schedules, locations and registration settings
  • Find a caller's event registrations and waitlist position
  • Create a new contact or member record when someone signs up by phone

WildApricot exposes 10 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Membership question from an existing member

  1. Caller

    Hi, I'm calling about my membership. When does it renew?

  2. Agent

    Sure. Can I have the email address on your account, Mrs. Patel?

  3. Caller

    It's nadia.patel@example.com.

  4. Agent

    Thanks. Your Standard membership renews on March 14. The annual fee is $180, and it's already paid for this year.

Signing up a new member by phone

  1. Caller

    I'd like to join the association. Is there a membership I can start today?

  2. Agent

    Yes. We have an Individual level at $95 a year and a Family level at $150. Which one fits you?

  3. Caller

    Individual, please. My name is Tom Reyes, email tom.reyes@example.com.

  4. Agent

    Got it, Tom. I've created your contact record on the Individual level. You'll get a confirmation email in a few minutes with the payment link.

Event registration check

  1. Caller

    Am I still registered for the spring networking evening on Thursday?

  2. Agent

    Let me check. Can I have your member ID?

  3. Caller

    It's 20417.

  4. Agent

    You're registered for the spring networking evening on Thursday at 6:30 pm at the Riverside Hall. There are still 12 seats open if you want to bring a guest.

How to connect WildApricot

  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 WildApricot

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

  3. 3

    Choose the actions

    In the agent editor, enable the WildApricot 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 use WildApricot during the call or only afterwards?

During the call. Your agent can look up contacts, memberships, events and registrations while the caller is on the line, and it can create or delete a contact when you ask it to.

What do I need to connect WildApricot?

An account in WildApricot and the connection credentials from its settings. Sign in from the AgentCalls dashboard, choose WildApricot, and follow the steps to link your account.

Which plan includes WildApricot?

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

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Put your agent to work with WildApricot.

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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