Freshsales

Freshsales Cloud Phone System Integration

Demo

Présentation

The Aircall and Freshsales integration helps sales teams streamline workflow and get rid of manual data entry after phone calls. Sales reps save time with automatic call logging and quick access to the Lead or Contact page. Managers benefit from complete activity data. This integration also complements the Aircall + Freshdesk integration for organizations using the Freshworks suite.

View caller details at a glance

With Aircall’s Insight Cards, caller details appear on the screen as soon as the phone rings. At a glance, you’ll see the caller’s name and customer status. If the caller is a Contact, you’ll also see all associated Deals so you can tailor your response.

If the caller does not yet have a record in Freshsales, a new Lead will automatically be created.

Go to Lead, Contact, or Deal page in one-click

Link directly to the Lead or Contact page and the Deal page. No need to spend time searching for the right record.

Log calls automatically

Reps save time on every call by getting rid of manual data entry. All calls are automatically logged as Call Activities 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. All call comments captured in Aircall are also logged, along with a link to the call recording.

Information additionnelle