Aircall adds call center capabilities to Salesforce by centralizing phone operations in a single-interface and uses data in Salesforce to give context to Aircall interactions.
You must be using either the Salesforce Enterprise or Unlimited plan (not a Group or Essentials plan), or a Professional plan by contacting your Salesforce Account Executive to purchase API access, if you do not wish to use the Omni-Channel feature.
This integration will boost your productivity with the following features:
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Aircall automatically logs calls for every call made, missed, received and sent to voicemail on your Contacts, Leads, Accounts, or Person Accounts
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Choose to log calls on an existing open Case, or create a new Case if none are open
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Choose to log calls on an existing Opportunity
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Choose to log calls according to business hours
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Contact history made visible in Salesforce when a call is received
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When answering a call, an object is automatically created and opens on your screen. This object is automatically assigned to you. You can then take notes while talking with your client and not miss any information.
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You can decide whether to add the object to the caller’s existing call history or create a new log
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Customize your call workflow in Salesforce
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Call transfers, comments, tags, and recordings automatically sync from Aircall & appear on Salesforce
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You can create ticket assignment rules for pre-existing Salesforce users or groups
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Gain access to the Aircall CTI which is embedded within your Salesforce interface
Now that you know exactly what our Salesforce integration has to offer, check out how to configure your Salesforce integration on Aircall.