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Using The Freshsales Integration

Jordan W.
  • Updated

Please note that the Freshsales integration will no longer be supported starting at the end of November.

Please reach out to your Account Manager if you would like to discuss possible custom solutions for this integration.

 

💡 Aircall recently released a new and improved version of our Freshsales integration, which will be rolled out to all Users on January 18th, 2022. For more information on our recent updates to Freshsales, please visit this article.

 

Freshsales-01.png

Below is an overview of how you can use Aircall connected with Freshsales. For more information on how to configure your Freshales with Aircall, please click here.

 

Call activity is automatically logged in Freshsales

  • Call details are saved as Call Activities and Call Logs with key details about the call, including whether it was inbound or outbound, answered or missed, and the name of the Aircall line that was used.

  • All call comments captured in Aircall are also logged, along with a link to the call recording.

See who’s calling and access Freshsales in one click

  • With Aircall’s Insight Cards, the caller information and link to their Lead, Contact, or Sales Account page will be displayed on Aircall as soon as the phone rings, or while the sales rep is on the phone.

  • If the caller is a Contact, you’ll also see all associated Deals with links to those pages in Freshsales.

  • All standard phone fields (i.e. mobile and work phone) are recognized.

  • If the phone number isn’t matched to a record in Freshsales, a new Lead, Contact or Sales Account will be created based on your integration settings.

Accepted number formats

  • Currently the E164 (ex: +18882406923, +33176360695), National (ex: (888) 240-6923, 01 76 36 06 95), and International (ex: 18882406923, 33176360695) formats are accepted.

  • Troubleshooting: If caller details do not appear within Aircall, check to make sure that the number is associated with a Lead, Contact, or Sales Account within Freshsales, and that the number format is supported by the integration.

     

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

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