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How To Configure Your Segment Integration

Jordan W.
  • Updated

This integration is in beta.

The Aircall-Segment integration has a lot to offer by turning Aircall events into a valuable source for your data warehouse.Thankfully, getting set up only takes a few minutes.

Before you start, make sure that you have admin rights in both Aircall and Segment.

  • Log in to the Aircall Dashboard

  • Select Integrations & API on the left sidebar menu

  • Under the Discover integrations tag, search for Segment

  • Open Segment and click on Install Integration

Now you will be guided through three easy steps outlined below.

Step 1: Authenticate Aircall

  • Click on New authentication.

  • This will open a screen for you to add a required Authentication name. You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.

  • Click on Create and a pop-up will appear.

  • From the pop-up, click on Authorize to allow this integration to access information about your calls in Aircall.

  • Select an Aircall Number you would like to link to Segment. You can remove this number, or connect more later. This step can be skipped, but no call data will be synced with Segment until at least one number is added.

  • If the integration is successful, you will see a message that says “Authentication for Aircall successfully created.” Once you see this, click on Next.

Step 2: Authenticate Segment

  • Click on Connect to Segment This will open a screen for you to add a required Authentication name. You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.

  • A Write Key is required. This is a unique tracking key for your project. You can find this key from the Segment dashboard by following the steps below.

  • Login to your Segment account

  • Go to Source from the left sidebar menu

  • Click on Add Source

write-key.png
write-key-paste.png

  • Note: if you see a field to input a Personas Key, please note that this field is not required and you can leave this field blank. We are working to remove it from the installation flow

  • When finished, click on Create

Step 3: Select Aircall events to send to Segment

  • There are up to 26 Aircall events that can be pushed to Segment. As such, you will see a list of 26 possible events pre-populated for you as the default setting is for all and every Aircall event to be pushed to Segment. Should you wish to limit the Aircall events that push to Segment, feel free to remove them on this page.

    ⚠️ Please make sure to double check that no events are duplicated, as the integration will not work properly if events are listed more than once on this page.

    📚 To see a full list of Aircall events, please visit our developer page.

  • Click on Finish.

🎉 Great, your integration is active! Now just connect the Aircall number(s) that you would like to be active for this integration and, that's it! You're all set and ready to get the most out of your Aircall-Help Segment integration.

Still in need of assistance? Please feel free to reach out to the Support Team and we will be happy to assist!

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