Seamless Salesforce integration

● Native integration with built-in dialer -

easy download from the AppExchange!

● Inbound screen pop for better customer

conversations and maximum productivity.

● Automatic call logs including all call data,

recording, comments and tags.

● Smart triggers with Aircall tags to launch

Salesforce actions depending on call
result.

● Omni-channel sync to synchronize agent

status across Aircall and Salesforce
automatically.

PThe phone system for modern business - aircall.io 1

Simple texting in Salesforce
● Text and talk from your Aircall
numbers in Salesforce

● Text prospects and customer 1 -on- 1

from their contact page in Salesforce

● Mass text campaigns directly from

Salesforce in just a few clicks.

● Automatically send text messages

through the Salesforce Process Builder
to automatically send follow ups
depending on Aircall tags, stage
changes, etc.

PThe phone system for modern business - aircall.io 2

List dialer in Salesforce
● Put together a list of leads, accounts,
contacts, opps in Salesforce (static or
dynamic) and load phone numbers in
the Aircall phone.

● Surface Salesforce information while

dialing with contact information and
link to open the Salesforce record

● Available everywhere, you can dial to a

list of restaurants on Yelp, contacts in a
list, etc.

PThe phone system for modern business - aircall.io 3

Omnichannel integration
● Native omnichannel integration in Lightning,
one-click setup.

● Automatically sync availability and

statuses between Aircall and Salesforce both
ways.

● Route incoming work across channels

seamlessly

● Manage the statuses of your agents in a few

clicks from the Omni Supervisor Dashboard.

● Track agent availability in real time from the

Omni Supervisor Dashboard.

PThe phone system for modern business - aircall.io 4

Native Salesforce reporting
● Automatic call logs allow for seamless
reporting natively inside of Salesforce.

● Aircall pushes all call data to custom object

fields in the native Salesforce Activity object
to allow for flexible and customizable
reporting.

● Easily report on metrics such as call volume,

call distribution, best time to call, pickup rates,
SLA achievement, call distribution per
account or opportunity, etc.

● The Aircall AppExchange package includes

the Aircall Metrics Dashboard in Salesforce
so you can hit the ground running with pre-
formatted dashbaords.

PThe phone system for modern business - aircall.io 5

Smart workflows in Salesforce
● Trigger workflows based on Aircall
tags and dispositions, call notes or call
data (duration, waiting time, call
direction, call assignee…).

● Simple setup from the Salesforce

process builder.

● Automate repetitive work by

automatically updating opportunities or
cases, transferring assignments,
notifying teammates, sending
information decks, etc.

PThe phone system for modern business - aircall.io 6

Seamless Intercom integration
● Native integration with one-click
installation from the Aircall dashboard

● Get contextual information on

incoming calls with a link to open the
contact’s page in Intercom.

● Seamless workflow where calls create

conversations in Intercom,
automatically assigned to the agent
who picks up the phone call.

● Automatic call logs with all call data,

recording, and comments synced
automatically to the Intercom
conversation.

PThe phone system for modern business - aircall.io 7

Smooth chat-to-call integration
Start a phone call straight from an Intercom chat
Directly from the computer’s browser, no additional software required

Agent Customer

PThe phone system for modern business - aircall.io 8

Seamless Shopify integration
● Three-click setup

● Native integration to display customer

and order information on incoming
phone calls.

● Click to open the Shopify customer or

order page for verification.

● Actionable contextual data with email

(account verification), lifetime spent
(customer prioritization), clickable
shipment tracking info, etc.

● Available as soon as the line starts

ringing for a more personalized
customer experience.

PThe phone system for modern business - aircall.io 9

Seamless Zendesk integration
● Three-click setup

● Native integration with built-in phone in

Zendesk.

● Incoming call screen pop and

automatic ticket creation for better
customer conversation and maximum
agent productivity.

● Automatic call logs with all call data,

recording, comments and tags synced
automatically.

● Smart triggers with Aircall tags to

generate Zendesk actions depending
on call outcomes.

PThe phone system for modern business - aircall.io 10

Customizable Zendesk integration
● Custom workflows to :

○ Choose which type of ticket to

create,

○ Assign missed calls and

voicemails to specific teams,

○ Choose to create new tickets or

log in existing tickets.

● Automate actions:

○ Auto-reply for missed calls on

specific IVR branches

○ Trigger actions through Aircall

tags
PThe phone system for modern business - aircall.io 11
Seamless Kustomer integration
● Surface customer information in
Kustomer as soon as your phone line
rings.

● Talk and text from your Aircall numbers,

straight in Kustomer

● Native click-to-call

● Automatic call logs with all call data

and call recording, synced
automatically.

● Simple integration setup with all rollout

handled by the Aircall & Kustomer
teams.
PThe phone system for modern business - aircall.io 12
Seamless Gorgias integration
● Surface Shopify customer information
in Gorgias as soon as your phone line
rings.

● Automatic call logs with all call data,

recording, comments and tags synced
automatically.

● Use all Gorgias macros, templates,

smart actions (duplicate, cancel,
refund…) on any phone call.

● Automate support by using Gorgias

smart rules on your phone calls.

● 1 minute setup
PThe phone system for modern business - aircall.io 13
Seamless texting in Gorgias
● Talk and text from your Aircall
numbers in Gorgias, and reply to
texts as if it was an email or a chat!

● Surface customer information in

Gorgias on incoming conversations

● Receive SMS and MMS and check

on orders by requesting a picture.

● Automate texting responses in

Gorgias using the Gorgias Bot
automations.

PThe phone system for modern business - aircall.io 14

Seamless Pipedrive integration
● Inbound and outbound capability in a 1
minute setup!

● Surface customer information in

Pipedrive as soon as your phone line
rings with CRM information display and
in-app link.

● Log call in the right objects with

association to contacts, accounts and
deals in Pipedrive.

● Call data, recording and comments

synced automatically.

● Click to call on all Pipedrive numbers.

PThe phone system for modern business - aircall.io 15

List dialer in Pipedrive

● Put together a list of contacts in

Pipedrive (static or dynamic) and
load phone numbers in the Aircall
phone

● Surface Pipedrive information while

dialing with contact information and
link to open the Pipedrive record

● Available everywhere: dial to a list

of restaurants on Yelp, contacts in a
list, etc.

PThe phone system for modern business - aircall.io 16

Seamless Front integration
● Talk and text with your Aircall
numbers in Front, with a phone app
embedded in Front.

● Inbound screen pop to surface

customer information on when
picking up a phone call.

● Automatic call logs in a Front

conversation with call data,
recording and comments
automatically synced.

● Click to call in Front.

● 1 minute setup

PThe phone system for modern business - aircall.io 17

Seamless Copper integration
● Native Copper integration

● Inbound and outbound capability

● Surface customer information in

Aircall as soon as your phone line
rings, displaying contact info and a
link to open the Copper contact
page.

● Automatic call logs with association

to the Copper contact, call data,
recording and comments synced
automatically.

● Click to call on all Copper numbers.

PThe phone system for modern business - aircall.io 18

 Integration Updates
Improvements

● Improved search logic for call logging

● Tag logging
● New custom properties to trigger HubSpot
workflows
● Additional information in insight cards

NEW Integration with Service Hub

● Automatic ticket creation

● Call logging on tickets
More Details
PThe phone system for modern business - aircall.io 19
Seamless HubSpot integration
● #1 calling integration on HubSpot

● Inbound and outbound capability

● Surface customer information in

HubSpot as soon as your phone line
rings with in-app link.

● Automatic call logs with association

to lead, account and deal and call
data, recording and comments
synced automatically.

● Click to call on all HubSpot numbers.

● 1 minute setup

PThe phone system for modern business - aircall.io 20

List dialer in HubSpot

● Put together a list of contacts in

HubSpot (static or dynamic) and
load phone numbers in the Aircall
phone

● Surface HubSpot information while

dialing with contact information and
link to open the HubSpot record

● Available everywhere: dial to a list

of restaurants on Yelp, contacts in a
list, etc.

PThe phone system for modern business - aircall.io 21

Native HubSpot reporting.

● Automatic call logs include data on

call owner, call duration, timestamp,
call outcome, etc.

● Allows for advanced reporting,

natively in the Hubspot report
builder.

● Entirely customizable by each

client, and can be tightly integrated
with your existing reporting in
Hubspot.

PThe phone system for modern business - aircall.io 22

Seamless Zoho integration
● Integrate with Zoho CRM and Desk!

● Surface customer information in

Zoho with automatic screen pop on
inbound and outbound calls.

● Native click-to-call

● Log call notes and schedule follow-

ups straight from the screen pop
window.

● Automatic call logs with all call data

and call recording, synced
automatically.

● Native reporting in Zoho

PThe phone system for modern business - aircall.io 23

Native Zoho reporting

● Automatic call logs include data

on call owner, call duration,
timestamp, that can easily be
reported on in Zoho.

● Allows for advanced reporting,

natively in the Zoho report builder.

● Entirely customizable by each

client, and can be tightly
integrated with your global
reporting.

PThe phone system for modern business - aircall.io 24

Advanced automations in Zoho

● Native integration with Zoho

Flow, the drag-and-drop process
builder of Zoho

● Choose from a variety of Aircall

triggers such as new call, new
contact, call comments, call
tags…

● Trigger actions in Zoho CRM,

Zoho Desk as well as 200+ other
apps!

PThe phone system for modern business - aircall.io 25

Seamless Freshdesk integration
● Surface customer information in
Freshdesk with a link to open the
Freshdesk contact page on inbound
calls.

● Automatic call logs with activity

created when the call is picked up,
with all call data and call recording,
synced automatically.

● Automatically sync comments and

tags from Aircall to Freshdesk

● Native click-to-call

● 1 click setup

PThe phone system for modern business - aircall.io 26

Seamless Freshsales integration
● Surface caller details and
associated deals, with a link to open
the Freshsales lead or contact page
on inbound calls.

● Automatic call logs with activity

created when the call is picked up,
with all call data and call recording.

● Automatically sync comments and

tags from Aircall to Freshsales

● 1 click setup

● Complements the Aircall +

Freshdesk integration

PThe phone system for modern business - aircall.io 27

Seamless Zendesk Sell integration
● Surface caller details and
associated deals, with a link to open
the Zendesk Sell contact or lead
page on inbound calls.

● Automatic call logs with activity

created when the call is picked up,
with all call data and call recording.

● Automatically sync comments and

tags from Aircall to Zendesk Sell

● 1 click setup

● Aircall is the only phone system that

integrates with both Zendesk and
Zendesk Sell

PThe phone system for modern business - aircall.io 28

Seamless Microsoft Dynamics integration
● Native integration with a one-click setup
to get up and running

● Immediate access to name, customer,

and contact history with every inbound
call

● Click to open Microsoft Dynamics

customer page to access enriching notes
and information

● Automatically create cases and

contacts in Microsoft, saving time
switching between applications and
manually logging calls.

The phone system for modern business - aircall.io 30

 Aircall
API

Insights Control Integration

Surface information from
your business systems on
incoming calls
Build custom real-time
dashboard
Run analytics in your business
intelligence software
PThe phone system for modern business - aircall.io
Automatically provision users Log call data and call
from your other software recordings in any CRM or
business system
Manage users, numbers,
hours, messages, etc Display a link to open the
contact page of caller in your
Control call recording in real-
business system
time depending on time,
number location, etc. Report on calls in your
business system
31