The Aircall-SugarCRM 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 both Aircall and SugarCRM, and that you are using the same email address for both accounts.

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 SugarCRM.
  • Click on Install.

Now you will be guided through three 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.)
  • Keep the scope__public api checkbox marked. This is the default setting.
  • Click Add and then a pop-up will appear.
SugarCRM_authorization_popup.png
  • 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 an Aircall number from the drop-down to connect to SugarCRM.

Step 3: Authenticate SugarCRM

  • Click on New Authentication. (This will open a pop-up 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.)
  • Enter your SugarCRM account URL. To do this, please log into your SugarCRM account. Then, copy the entire URL that appears in your browser and paste it into this field.

If the integration is successful, you will see a message that says “Authentication for SugarCRM successfully created.” Once you see this, click on Finish.

Step 4: Enter your SugarCRM account URL

  • Lastly, enter your SugarCRM account URL. To do this, please log into your SugarCRM account. Then, copy the entire URL that appears in your browser and paste it into this field.
sugarcrm_copyurl.png

If the integration is successful, you will see a message that says “SugarCRM connected.” Once you see this, click on Finish.

Great, your integration is active! You're all set and ready to get the most out of your Aircall-SugarCRM integration. 🎉

Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!

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