The Aircall-Salesloft integration has a lot to offer by providing easy access to a more detailed view of your caller every time the phone rings. Thankfully, getting set up only takes a few minutes!
Before you start, make sure that you have admin rights in Aircall, Salesloft, and Salesforce, and that you are using the same email address for both accounts.
⚠️ Please note that the Aircall-Salesloft integration makes use of your Salesforce account when searching for the appropriate Lead or Contact records for calls. The Aircall-Salesloft integration will first search for the number in Salesforce, then will search Salesloft for an email that matches the Lead or Contact email saved in Salesforce. The Aircall-Salesloft integration searches for numbers in Salesforce using the E164 (ex: +18882406923, +33176360695), National (ex: (888) 240-6923, 01 76 36 06 95), and International (ex: 18882406923, 33176360695) formats. To ensure proper functionality please make sure each Lead or Contact record is saved in both Salesforce and Salesloft with a number in one of these formats, and with the same email on each account.
To begin, login to your Aircall account.
- From your Aircall Dashboard, select Integrations on the left sidebar menu
- Click on Add an integration, then select Salesloft
- Click on Install
Now you will be guided through four easy steps outlined below.
Step 1: Authenticate Aircall
- Click on New Authentication. This will open a screen for you to add a required Authentication name. (You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.)
- Click Add and a pop-up will appear
- From the pop-up, click on Authorize to allow this integration to access information about your calls in Aircall
- If the integration is successful, you will see a message that says “Authentication for Aircall successfully created” Once you see this, click on Next.
Step 2: Connect An Aircall Number
- Select a number from the drop down to connect to Salesloft
Step 3: Authenticate Salesforce
- Click on New Authentication. This will open a screen for you to add a required Authentication name. (You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.)
- If you have multiple, choose the Salesforce instance type that you would like to connect from the drop down options.
- Click Add and a pop-up will appear
- From the pop-up, log in to your Salesforce admin account
- If the integration is successful, you will see a message that says “Authentication for Salesforce successfully created.” Once you see this, click on Finish.
Step 4: Authenticate Salesloft
- Click on New Authentication. This will open a screen for you to add a required Authentication name. (You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.)
- Click Add and a pop-up will appear
- From the pop-up, log in to your Salesloft admin account
- If the integration is successful, you will see a message that says ““Authentication for Salesloft successfully created”.” Once you see this, click on Finish.
Step 5: Sync Aircall tags with your cadence tags
- Select on Calls & Stats on the left side menu bar
- Click on Call Settings
- Add one tag for each cadence stage, eg. Completed, Bounced, etc. Each time an agent tags a call as "Completed" in Aircall, the contact stage will be switched to "Completed" in Salesloft.
Great, your integration is active! You're all set and ready to get the most out of your Aircall-Salesloft integration. 🎉
Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!