The Aircall-Freshsales integration has a lot to offer by streamlining workflows and getting rid of manual data entry after a phone call. Thankfully, getting set up only takes a few minutes!
Before you start, make sure that you have admin rights in both Aircall and Freshsales.
Installing your Freshsales Integration
To begin, log in to your Aircall Dashboard
Select Integrations & API from the left sidebar menu
Select Freshsales from the Discover integrations section
Click on Install integration
Now you will be guided through four easy steps outlined below:
Click on Authorize
Select a number that should be linked to your integration, then click Add Number
⚠️ Please note, you can skip this step if necessary, but no calls will be logged until a number is connected. You can change or add more numbers to the integration as well in your Aircall Dashboard after the integration has been installed.
Follow the steps and gather the information requested on the next page, then click Next
Before continuing, you will need to:
Have your Freshsales subdomain ready
The subdomain of your Freshsales account domain URL: e.g. for the domain "https://aircall.freshsales.io", the subdomain would be “aircall”
Have your Freshsales account API key ready
Go to your Freshsales account and click on your account avatar in the top right. Click on Settings and navigate to the API settings tab where you can find and copy your account API key
Create a custom Aircall Sales Activity
Go to your Admin Settings in the left side menu and click on Sales Activities. Scroll down to Custom sales activities and click on Create sales activity. Create a new activity with the name "Aircall"
⚠️ The name of this activity type has to be "Aircall" for the integration to run smoothly.
Enter your Subdomain and API Key, then click Next
Click Finish to complete the installation
What are the available settings?
Log in to your Aircall Dashboard
Click on Integrations & API in the left sidebar menu
Select your Freshsales integration from the My integrations tab:
In the Connected numbers section, you will be able to:
Pick which Aircall numbers are connected to your Freshsales integration. Any numbers that are not connected will not log calls in Freshsales
In the Call outcome section, you will be able to:
Choose what outcome you would like each type of call to log within Freshsales. The options will include any outcomes you have added to the "Aircall" custom sales activity you created
In the Freshsales settings section you will be able to choose:
Whether to create a Contact, Lead, or Sales Account, for any calls from numbers that do not exist in Freshsales
Whether to search for an existing Contact, Lead, or Sales Account in Freshsales when a call is made/received
Which user to assign calls to in the case that no Freshsales users are located for a particular call
Still in need of assistance? Please feel free to reach out to the Support Team and we will be happy to assist!