• Mani Anand

No Code Salesforce and Aircall Integration

Updated: Nov 8


If you're looking for a way to improve your customer service and sales process, you should consider integrating Aircall with Salesforce. Aircall is a cloud-based phone system that allows you to make and receive calls from your computer or smartphone. It integrates with Salesforce, so you can easily track all your calls and customer interactions in one place. This can help you to improve your sales process by providing you with important insights into your customer's buying behavior.


Why do we need a Salesforce integration?


Salesforce is a powerful CRM tool that can help businesses keep track of their customer data, but it can be difficult to integrate with other systems. Aircall is a phone system that can be easily integrated with Salesforce, making it a valuable tool for businesses that use both systems.


There are several benefits to integrating Aircall with Salesforce, including:

1. Access to customer data: By integrating Aircall with Salesforce, businesses can have access to important customer data in one central location. This makes it easier to track customer interactions and follow up on leads.


2. Improved efficiency: Having all of your customer data in one place can help you work more efficiently and avoid duplicate work. Integration between Aircall and Salesforce can automate tasks like creating new records and updating contact information, saving you time.


3. Better decision-making: With all of your customer data in one place, you’ll be able to make better decisions about your marketing and sales strategies. You can segment your customers based on criteria like purchase history or interactions with your team, and target your efforts accordingly.


4. Increased sales: By understanding your customers better and being able to more efficiently target them with relevant messages, you’re likely to see an increase in sales. The integration between Aircall and Salesforce can help you close more deals and grow your business.


How to Integrate Aircall with Salesforce.

Aircall is a cloud-based phone system that offers features like call recording, automatic call distribution, and VoIP calling. Salesforce is a customer relationship management (CRM) platform that helps businesses track and manage customer data.


Prerequisites:

  • You must be using either the Salesforce Enterprise or Unlimited plan (not a Group or Essentials plan), or a Professional plan by contacting your Salesforce Account Executive to purchase API access if you do not wish to use the Omni-Channel feature.

  • If you do wish to use Omni-Channel, you will need to be using an Enterprise or Unlimited plan.

  • Have top-level Salesforce administrator privileges or full object-level and full-field-level security permissions.

  • Have the Salesforce license.

  • You must be using the same e-mail for both Aircall and Salesforce (Otherwise calls will be assigned to the Admin of the account instead of the right user).

Integrating Aircall with Salesforce can help businesses streamline their customer communications and better manage their customer relationships. Here’s how to do it:

  • Log in to the Aircall Dashboard

  • Go to Integrations & API and select Salesforce v3 from the Discover integrations section

  • Click Install integration

  • Click Authorize

  • Select a number that should be linked to your integration, then click Add Number

  • Choose your environment: Sandbox or Production, then click Connect to Salesforce

  • If you are not logged in already, you will be directed to log in to Salesforce and authorize Aircall to access your account

  • Install the Aircall CTI within Salesforce for the Sandbox or Production environment by clicking Install CTI

  • Once the installation is complete, return to the Aircall Dashboard and click on Configure CTI to be directed to more instructions on setting up your CTI

  • Once you are ready, click Next Step

  • Install the Omni-Channel Package by clicking Install Omni-Channel package. This step is optional and can be done at a later time.

  • After installing, click Next Step to be directed to more instructions on setting up Omni-Channel

  • Once you are ready to continue, click Next Step again

  • Click on Open Salesforce Settings

  • In Salesforce, verify that the Visible checkboxes are checked for all Profiles, then click Save

  • Click Finish

When you've finished these steps, your integration will be working!

Return to the dashboard to continue configuring your settings or click Create a test call log to test it out.

What Are The Benefits of This Solution?


Another big benefit is that it makes it much easier to track call data and customer interactions. With everything in one place, you can see exactly how each call went, who was involved, and what follow-up (if any) is needed. This data can be extremely valuable for sales and customer service teams, as it can help them identify areas where they need to improve.

Finally, the integration can save your company money. Using Aircall's VoIP capabilities, you can avoid expensive long-distance fees when making calls to customers or prospects outside your country.


Conclusion


After testing and reviewing Aircall, we’ve concluded that it’s a great addition to Salesforce. Aircall allows you to manage your calls within Salesforce and provides valuable features like call recording and transcription. Overall, we think Aircall is a great choice for businesses looking for a sales-focused telephone system.

We are a Salesforce consulting partner that helps clients maintain their Salesforce Instance and provides consultation and training to help them develop new applications. Contact us right away at Apphienz, visit our website, or send us an email at info@apphienz.com to find out more about how we can assist you.



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