The Aircall-Salesloft integration has a lot to offer by providing easy access to a more detailed view of your caller every time the phone rings. Thankfully, getting set up only takes a few minutes!
Before you start, make sure that you have admin rights in Aircall, Salesloft, and Salesforce or HubSpot.
Installing Your Salesloft Integration
Follow the simple steps below to get started:
- Log in to the Aircall Admin Dashboard
- Select Integrations & API from the left sidebar menu
- Search and click on Salesloft V4 in the All Integrations section
- Click on Install integration to start the install flow
- Click Authorize
- Under Select numbers click Add numbers
- Select the numbers you would like to have linked to the Salesloft integration, then click Add numbers in the bottom right corner to continue
⚠️ Please note that you may choose to skip this step if needed, but in order for call activity to log in Salesloft, at least one number will need to be selected. If you would like to add or remove numbers associated with your integration at any point, you can do so directly in the Aircall Dashboard.
- You will be redirected to a CRM Selection page, where you can select the CRM you wish to integrate Salesloft with. You can choose Salesforce or HupSpot, or None if you do not use either of these, or do not use any CRM
⚠️ Please note the selected CRM can be used for contact/lead management or to sync contacts/leads with Salesloft. The Salesloft integration will search for existing contacts/leads as well as create new contacts/leads in the selected CRM.
- Depending on the CRM selected, you will be redirected to the CRM's account login page to login and authorize the account
- In case of HubSpot, if you have multiple accounts you will need to choose one which you would like to integrate with Salesloft
- Next you will be redirected to log in to Salesloft
- Once you have completed these steps, your integration is now active. Click Finish to be directed to your Salesloft integration settings
Configuring your Integration Settings
After clicking Finish you will be directed to the page of the Aircall Dashboard where you can configure your Salesloft integration settings:
- Change your integration to/from Active/Inactive
- Add a custom name for your integration
- Add or remove the Aircall numbers you want connected to your Salesloft integration. Please keep in mind that calls to/from any number not connected will not log in Saleloft
- Delete your integration
Settings
Configure your Salesloft integration settings for Cadence automation and Contact creation, as well as determine how Call Disposition and Call Sentiment should be logged in Salesloft
Call Disposition and Sentiment
- You can use Aircall Tags created in Call Settings → Tags, to log specific Call disposition and Call Sentiment in Salesloft at the end of the call
- You can map Aircall Tags to Specific Call Dispositions and Sentiments in your Salesloft account. At the end/during a call, if the selected Tags are added the mapped disposition and sentiments will be added to the call logs in Salesloft
- Select a Tag and the map it to one of the Disposition and Sentiment in Salesloft. The mapping is 1-1
- It's recommended to create Tags via the Call Settings → Tags section in the Aircall Dashboard if they are not available before defining this mapping. You can create Tags with the same name as the Sentiment and Disposition in Salesloft for ease of use
⚠️ Please note, if a tag is added after the call has ended (from the call history), and if that Tag matches any sentiment or disposition, we will update the sentiment and disposition in Salesloft. But if a tag is removed AND a new tag is added, there will be no action to update sentiment or disposition in Salesloft.
⚠️ As you can log only one disposition and sentiment for a call in Salesloft, it's recommended to use Tags mapped to a specific disposition and sentiment and avoid adding tags which are mapped to multiple dispositions and sentiments. In the case multiple tags mapping to sentiments and dispositions are added to a call, only the initial ones will be considered for adding sentiment and disposition.
Contact creation
- You can use this setting to create Contacts in either of the selected CRMs (i.e. Salesforce or HubSpot) as well as Salesloft
- For Salesforce you can choose to either create a lead or a contact, and in HubSpot and Salesloft you can choose to create a contact
- If you do not want to create a new contact or lead, choose Do Nothing
- During a call, if a contact is not found in either the selected CRM or Salesloft then, based on the settings, a new contact will be created
⚠️ Please note, if you have CRM Sync active in your Salesloft account with Salesforce or HubSpot it's recommended to use the Do Nothing option for Salesloft, otherwise duplicate contacts could be created.
⚠️ Please note that the Aircall-Salesloft integration makes use of your Salesforce or HubSpot account, if integrated as CRM during installation, when searching for the appropriate Lead or Contact records for calls. The Aircall-Salesloft integration will first search for the number in Salesforce or HubSpot, then will search Salesloft for the Lead or Contact that matches the Phone Number. If the None option is selected during the CRM Selection step of installation, the integration will search for contacts in Salesloft only. If a contact doesn't exist in Salesforce or HubSpot, but exists in Salesloft, Aircall will still display an Insight card as well as log calls.
⚠️ The Aircall-Salesloft integration searches for numbers in integrations using the E164 format (ex: +18882406923, +33176360695). To ensure proper functionality please make sure each Lead or Contact record is saved in both Salesforce/HubSpot and Salesloft in E164 formats. If the “None” option is selected during the CRM Selection step of installation, then person/contact records should be saved in Salesloft in E164 formats.
Cadence Automation
- Cadence Automation Settings can be used to define whether a cadence step of Type Phone should be marked as complete for a contact/person that was added to the Cadence. This doesn't require you to import any cadence info into Aircall. You can define the cadence and add steps to it in Salesloft as well as add contacts/persons to the cadence. Once a call is initiated for a contact/person Aircall will check if that person/contact is added to a Cadence and whether any step of Type Phone is due for that contact/person. Based on Cadence automation settings, detailed below, Aircall will mark the step as complete for that contact/person in Salesloft and won't require you to manually update the step in Salesloft
- You can decide to use this setting by selecting Yes in Mark Cadence Step as complete in Salesloft
- Select which Call Direction (i.e. Inbound, Outbound, or both) should be considered. If only Inbound or Outbound is selected, only those specific calls will be considered for cadence automation and others will be ignored
- Select whether a Cadence step should be marked as complete before its due date or not. If Yes is selected, then regardless of the due date of the cadence step if a step of type Phone is due or overdue for a contact, it will be marked as complete as soon as a call is finished with that contact. If No is selected, then steps will be marked as complete only when a call is finished on the due date of the cadence step
- Select when you want to mark a step as complete in Salelsoft (i.e. as soon as a call ends with the contact or based on Specific Tag added to call which indicates that Step should be marked as complete). If A Call Ends is selected, then at the end of the call the cadence step will be marked as complete. If Specific Tag is selected then you can choose a specific tag in next step that should be added to the call to indicate that a step should be marked as complete
- Specific Tag option: you can select a specific tag that should be added to the call to indicate that a step should be marked as completed in Salesloft. If the tag is not added to the call then it will only log call in Salesloft and wont mark the step as complete. This setting will be enabled only if you select Specific Tag in the above setting (i.e. Mark a Step as Complete when)
⚠️ Please note, all of the above setting will work together and, based on the options selected, all conditions must be true for a step to be marked as complete in Salesloft.
⚠️ If a tag is added after the call has ended (from the call history), and if that Tag is mapped in the Cadence Automation setting, Aircall will mark the cadence step as complete (i.e. cadence automation will be executed). But if a tag is removed AND a new tag is added, no action will be taken.
⚠️ If a person/contact is added to multiple cadences in Salesloft, and a step of type Phone is due for both the cadences at the same time, then based on cadence automation settings both the steps in the different cadences can be marked as complete based on a call made to that person/contact.