Streamline Your Workflows with Aircall Integration

Benefits of Aircall Integration for Your Business

By integrating Aircall with your CRM or support software, you can connect your phone system directly with the tools your team already uses every day.

Once integrated, users can view customer details and call history within their CRM interface. This gives sales and support teams a complete picture of past interactions before, during and after each call.

During conversations, team members can record notes, update deal stages, log activities and assign follow-up tasks without switching between platforms. This improves internal visibility and reduces the risk of missed information.

Most integrations also allow:

• Automatic call logging
• Contact and lead creation from inbound or outbound calls
• Call tagging and outcome tracking
• Access to call recordings within the CRM
• Workflow automation based on call activity

When your phone system and CRM work together, your team gains clearer insight into customer behaviour and performance metrics. This supports stronger communication and more organised processes.



How to Integrate Aircall With Your CRM Software

The exact process will vary depending on your CRM, but the general steps are similar.

1. Access Aircall Integrations

• Log in to your Aircall dashboard.
• Navigate to the “Integrations & API” section.
• Select your CRM from the list of available integrations, or choose webhook or API options for custom setups.

2. Authorise the Connection

Most direct integrations require you to:

• Log in to your CRM account
• Grant permissions
• Map users and phone numbers
• Configure call and contact syncing settings

For custom integrations using webhooks, you will need:

• A secure endpoint URL
• Access to your CRM API key
• A developer to configure event handling and data mapping

3. Configure Call Workflows

Once connected, define how call data should be handled. For example:

• Automatically create new contacts for unknown numbers
• Log inbound and outbound calls
• Assign calls to specific pipelines or teams
• Trigger follow-up tasks or notifications

Testing the setup before going live is important. Make several test calls to confirm that contact records, notes and recordings sync correctly.



Takeaway

Integrating Aircall with your CRM or support software allows your team to centralise communication data, reduce manual tasks and improve visibility across departments.

Sales and support teams can access up-to-date information during every interaction, log activity automatically and track performance with greater clarity. By connecting your call system with the rest of your tech stack, you create a more organised workflow and a better experience for both your team and your customers.