The Aircall-Salesloft integration has a lot to offer, such as saving time on every call by getting rid of manual data entry. Here’s how to set up tags in Aircall to change the Person Stage cadence in Salesloft automatically after a call:
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Log in to the Aircall Dashboard
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Select Call Settings located on the left menu bar, then Tags
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Click on + Add a tag at the bottom of the page to create a new tag
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Manually enter the cadence stage name exactly as it appears in Salesloft (i.e. No Stage, Bounced, Do Not Contact, Completed, Replied, Interested, Discovery Call, Unqualified, Nurturing, Not Interested, etc.)
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Click Confirm
- Repeat these steps to add all of the necessary cadence stages as tags in Aircall
That’s it! Now, each time an agent uses one of these tags in Aircall (ex: “Bounced”), the cadence Person Stage will be switched to match in Salesloft (to 'Bounced' in this case). See the example below: