Salesforce

Salesforce

    Demo Install

    Easily connect Aircall and Salesforce with just a few clicks.

    •  
    • Make and receive calls directly in Salesforce with a fully embedded Aircall app
    • Automatically log comments, tags, and call details directly from the Aircall phone.
    • Generate Salesforce reports with Aircall data to make informed decisions.

    Overview

    Aircall’s Computer Telephony Integration (CTI) for Salesforce Lightning & Salesforce Classic empowers your support agents, sales reps, and entire team to streamline their workflows and increase productivity.

    How Aircall works with Salesforce

    Aircall’s Computer Telephony Integration (CTI) for Salesforce Lightning & Salesforce Classic empowers your support agents, sales reps, and entire team to streamline their workflows and increase productivity.

    Benefits of Integrating Aircall with Salesforce

    1. Centralize your workflows

    Sales teams can now handle all their calls directly in Salesforce without jumping back and fourth from phone to CRM. Make outbound dials and receive inbound calls without ever switching screens, thanks to our natively integrated phone app. Save call recordings and other call data to any Salesforce object to automatically track each caller’s history.

    2. Increase Customer Satisfaction:

    Manage all your customer communications in one place with our Salesforce phone integration. When all your customer communications are in one place, tracking and following up with prospects and leads is a breeze for your sales team.

    3. Flexibility

    Don't compromise call quality, or risk data loss by working remotely on on the field. Our iPhone and Android mobile app can be used to keep your Salesforce data up to date, no matter where you are.

    4. Automate reporting for better team performance

    Great reporting means better team performance. Our seamless integration lets you easily manage data across all Salesforce Objects, including leads, contacts, accounts, cases, tasks, and activities.

    Gain deeper insights from every call and across your team activities by linking Aircall data to your Salesforce dashboards or by using our pre-built reports. Use our call tagging and custom field features to customize your team's reporting to your specific business.

    5. Eliminate manual data entry

    Skip the busywork and let Aircall's phone system automatically sync call data and trigger your next workflow steps. Integrate with Salesforce to automatically route inbound and outbound calls to the right person, in real-time.

    Missed calls? Quickly create cases for missed calls and voicemails to ensure agents can deliver timely responses and improve your customer experience.

    6. Increase productivity

    When it comes to calling prospects and closing deals over the phone, we know that time is precious. The Aircall + Salesforce telephony integration has lots of time-saving features for teams including:

    -Click-to-call: Get incoming call alerts sent to your screen and start the conversation instantly by clicking the banner

    -Insight Cards: See more context behind every inbound call with data automatically pulled from your Salesforce app into view

    -Omni-Channel Capability: Managers can use this feature to minimize distractions for agents, monitor call status live in Salesforce and make adjustments in real-time, resulting in higher customer satisfaction

    -Interactive Voice Response (IVR): Set up a smart directory that will automatically guide a customer to the correct team on their first try

    Frequently Asked Questions

    What types of plans are required for this integration?

    The Aircall + Salesforce integration is currently only available for those on the Aircall Professional Plan as well as the Salesforce account on the Enterprise or Unlimited Plan.

    How do I Configure my Aircall Phone with Salesforce CRM?

    Full instructions for setting up your integration can be found here, or in the sidebar under FAQ.

    What permissions do I need to use this integration?

    a. Top-level Salesforce administrator privileges or full object-level and full-field-level security permissions.

    b. A Salesforce License

    c. You must be using the same e-mail for both Aircall and Salesforce

    How Aircall measures up

    • Best product I've seen so far. I have been trying a lot of other call center softwares and it's by far the best. It does what it promises (easy setup, great call quality, excellent customer service) at a very low cost."

      Nicolas Bitner

      Business Solutions Director

    • Most importantly for me, the Salesforce integration allowed us to give agents access to key communication channels from one central hub without compromising on enterprise call center functionality."

      Ross Bixler

      VP of Operations

    sales-force-rating-logo@2x

    App Exchange

    4.9

    Learn more about Aircall's integration for Salesforce

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