There are several ways in which you can upload your contacts into the Aircall Phone. Though, when uploading your contacts in this way, it will only exist in the Aircall Phone application and will not be updated in real-time synchronization with your CRM. This means that you will have to periodically update your contacts to ensure accuracy.
If you use one of the following integrations; Salesforce, HubSpot, Pipedrive, Zendesk, or Intercom, you’ll now be able to use our new contact synchronization feature! If you choose to enable this feature, your contacts will:
- Automatically sync from one of the CRM’s listed above to Aircall.
- Contacts from your CRM will be saved and visible for everyone in your company using Aircall.
- Duplicate contact creation will be blocked.
Enabling Contact Synchronization:
Due to GDPR reasons, this feature is automatically disabled. However, if you would like to enable this feature, please follow the steps below:
- Login to your Aircall Dashboard.
- Click on Integrations, located in the navigation menu on the left-hand side of the screen.
- Click on one of the following Integrations that are applicable to the setting (Salesforce, HubSpot, Pipedrive, Zendesk or Intercom)
- Scroll to the end of the page to General Settings
- Select If a contact exists in XXX, then...Save it in Aircall
As soon as you have updated this parameter in the General Settings section of the Integration Dashboard your contacts will be saved from your CRM as soon as your agents call clients, leads or prospects for the first time.
In order to use the Contact Sync function, you'll need to ensure that your contacts are saved within the E.164 format and that you also have the country code included.
Other number formats will not work with this feature.
Editing a Contact in Aircall
Saved contacts from integrations cannot be edited directly in Aircall. If you need to update or edit a contact, you’ll need to do so directly from your CRM.
Please also note that the contact synchronization will not be visible from Aircall’s Live Feed.
Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!