The integration between Aircall and Planhat has a a lot to offer when it comes to getting your support team up and running. The best part is that setting up the integration is a quick and easy process.
Before you start, make sure that you have admin rights in both Aircall and Planhat. Also, check that all Aircall users are using the same email address for both accounts.
Add Aircall to Planhat:
Log into your Planhat account
Go to Settings > Integrations
Click on Aircall
Copy the URL from your browser that Planhat gives you
Add Planhat to your Aircall Dashboard:
Log into your Aircall Dashboard
Select Integrations on the left sidebar menu
Click on Add an integration
Select Webhook and then click Install
Once you are on the installation page, it’s time to use the URL that you saved earlier.
Paste the Planhat URL in the URL box
Choose a name you would like for your integration
Click on Save
And that’s it! Once you have completed these quick steps, your integration is active and ready to use!
Making a call from Planhat:
Setting up click-to-dial in Aircall is a fast and easy way to start making calls. Just install one of Aircall's browser extensions and you’ll be able to click on a number in Planhat and make calls automatically.
Questions? No problem! Just contact the Planhat support team and they’d be happy to help!
Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!