Aircall Integration
About Aircall
Aircall is a powerful sales dialer all rolled into one seamless voice product. Using Aircall and Pipeline you can easily automate the activity tracking and you will no longer manually enter the activity updates.
Integration Setup
The integration setup involves the following steps:
1. All Pipeline Users must update their phone numbers to match with the Aircall number that they are using.
2. Admin on Pipeline CRM & Aircall needs to set up the integration.
Pipeline User Setup- for all users
Please navigate to Profile>My profile> Phone number and enter the same number that you use on Aircall. Hit "Save" once you're done.
Setup the integration
Please make sure that you are logged into Aircall account before setting up the integration.
Pipeline Admins can navigate to Profile > Account Settings > App Store. Please scroll to Aircall integration and click on Install.
After clicking install, navigate to Aircall Service, and click "Connect".
You will be navigated to the Aircall integration workflow. We will request to access your Aircall data on the next step. Please click on "Authorize", located at the bottom right corner of the screen
In the next step click on "Add numbers"
Please select one number that you'd like to map to Pipeline CRM
After selecting the number click on confirm
Finally, Click on "Add numbers", located at the bottom right corner of the screen
Once the connection is established you will come back to Pipeline CRM. Please click on "Test Connection" and check if it's a success. Click "save"
You can now set the Activities mapping on the "Settings" tab. You can use existing categories or create new ones
You can configure an activity category to be used when the integration logs your calls. Because there are different categories of calls, you can set a different category for each one (if desired) or you can use a single "Phone Call" category for all of them. The categories of calls include the following:
- Completed incoming calls
- Completed outgoing calls
- Missed incoming calls
- Missed outgoing calls
- Voice message (incoming)
- Voice messages left (outgoing), calls will appear as "outgoing completed calls"
Click on the drop-down and search for the specific activity to map the relevant events from Aircall. Don't forget to hit "Save"
Finally, when you are ready to go live, enable the Aircall integration. When you’re finished configuring and saving category selections, if you click “back to App Store” at the top, then the Aircall integration will be highlighted.
Call Logging
When you install and configure Pipeline's Aircall Integration, activities will be logged on people or companies when phone calls are made and received:
- Completed calls (incoming and outgoing)
- Missed (unanswered) calls (incoming and outgoing)
- Voice messages (incoming)
