If every inbound and outbound call made through Aircall is creating a separate Task in Salesforce, your Tasks list can quickly become cluttered and hard to manage. You can control this behavior directly from your Aircall Dashboard by adjusting how calls are logged.

Why every call is logged as a task

By default, the Aircall Salesforce integration is configured to create a Task in Salesforce for each call. This applies to inbound, outbound, and missed calls. If you have a high call volume, this default setup can generate an overwhelming number of Tasks.

Adjust call logging settings in the Aircall Dashboard

You can change which calls are logged as Salesforce tasks, as well as how they are logged.

Steps

  1. Go to Aircall Dashboard > Integrations & API.
  2. Select your Salesforce integration.
  3. In the Call workflow section, review the configuration for each call type:
    • Inbound calls
    • Outbound calls
    • Missed calls
  4. For each call type, adjust how it is logged as a Task in Salesforce. You can choose:
    • To log calls as In progress
    • To log calls as Completed
    • Not to log certain calls as tasks at all
  5. In the General settings section, further refine how and when calls create Tasks:
    • Decide whether calls outside business hours should be logged.
    • Choose whether to:
      • Log calls to an existing Case or Opportunity, or
      • Create new records in Salesforce when the phone number is not already associated with an existing record.
  6. After adjusting the configuration, save your changes.
Tip: Start by disabling Task creation for low-value call types (for example, missed calls outside business hours) to quickly reduce clutter in the Salesforce Tasks panel.

Fine tune call logging behavior

Use the combination of Call workflow and General settings to align task creation with your sales or support process. For example, you might:

  • Log only completed outbound calls as Tasks.
  • Log inbound calls to existing Cases only, so Tasks remain tied to active support issues.
  • Avoid logging calls that occur outside business hours, unless they are part of an escalation process.

Related configuration guides

For more detailed steps, you can follow the instructions in the article on Logging Your Calls in Salesforce. Additionally, for specific field mappings and settings, refer to the Salesforce Call Logging - Fields article.