Aircall adds call center capabilities to Salesforce by centralizing phone operations in a single-interface and uses data in Salesforce to give context to Aircall interactions.
Our Salesforce integration is only available on the Professional plan.
This integration will boost your productivity with the following features:
Aircall automatically logs calls for every call made, missed, received and sent to voicemail on your Contacts, Leads, Accounts, or Person Accounts
Choose to log calls on an existing open Case, or create a new Case if none are open
Choose to log calls on an existing Opportunity
Choose to log calls according to business hours
Contact history made visible in Salesforce when a call is received
When answering a call, an object is automatically created and opens on your screen. This object is automatically assigned to you. You can then take notes while talking with your client and not miss any information.
You can decide whether to add the object to the caller’s existing call history or create a new log
Customize your call workflow in Salesforce
Call transfers, comments, tags, and recordings automatically sync from Aircall & appear on Salesforce
⚠️ Please note: in order to maintain consistency and reliability in call logging, voicemail links will take approximately 3 minutes to log in Salesforce.
You can create ticket assignment rules for pre-existing Salesforce users or groups
Gain access to the Aircall CTI which is embedded within your Salesforce interface
Now that you know exactly what our Salesforce integration has to offer, check out how to configure your Salesforce integration on Aircall.
Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!