The Aircall-Salesloft integration has a lot to offer, such as saving time on every call by getting rid of manual data entry. Here’s how to set up tags in Aircall to change the Person Stage cadence in Salesloft automatically after a call:
Log in to the Aircall Dashboard
Select Call Settings located on the left menu bar
Click on + Add a tag at the bottom of the page to Create a new tag
Label the new tag and select a tag color to create a tag for each cadence stage. Manually enter the cadence stage name exactly as it appears in Salesloft (i.e. No Stage, Bounced, Do Not Contact, Completed, Replied, Interested, Discovery Call, Unqualified, Nurturing, Not Interested, etc.).
Click on Confirm
That’s it! Now, each time an agent uses one of these tags in Aircall (ex: “Completed”), the cadence Person Stage will be switched to 'Completed' in Salesloft (see the example below).
Still in need of assistance? Please feel free to reach out to the Support Team and we will be happy to assist!