How To Configure Your Salesloft Integration

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, and that you are using the same email address for each account.

⚠️ Please note that the Aircall-Salesloft integration makes use of your Salesforce account when searching for the appropriate Lead or Contact records for calls. The Aircall-Salesloft integration will first search for the number in Salesforce, then will search Salesloft for an email that matches the Lead or Contact email saved in Salesforce. The Aircall-Salesloft integration searches for numbers in Salesforce using the E164 (ex: +18882406923, +33176360695), National (ex: (888) 240-6923, 01 76 36 06 95), and International (ex: 18882406923, 33176360695) formats. To ensure proper functionality please make sure each Lead or Contact record is saved in both Salesforce and Salesloft with a number in one of these formats, and with the same email on each account.

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

• Find and click on Salesloft in the Discover 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 page that will request you to select/log in to the Salesforce account you wish to integrate with

• Once you are logged in, you will be taken to an access page. Click on Allow

• 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 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