Salesloft

Salesloft Cloud Phone System Integration

Demo

Overview

Streamline Sales team workflows by auto-logging call details and surface relevant caller details via Insight Cards every time the phone rings.

View caller details at a glance

If a lead or contact exists in Salesloft and Salesforce, an Insight Card with the caller's name and a link to their profile in Salesloft will appear in Aircall for any incoming calls and during a call. As such, reps can quickly and easily access key caller details in Salesloft during a phone call to have more better, more informed conversations.

Log calls automatically

All calls are automatically logged as Call Notes along with key details about the call, including whether it was inbound or outbound, answered or missed, and the name of the Aircall line that was used. Call comments captured in Aircall are also logged, along with a link to the call recording.

Tag calls to update cadence stage

Save time on every call by getting rid of manual data entry. Use Aircall tags to change the Person Stage cadence in Salesloft automatically after a call.

Additional information

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