Salesforce CTI

Aircall’s Computer Telephony Integration (CTI) with  Salesforce Lightning & Salesforce Classic empowers your customer support agents, sales representatives, and entire team to streamline their workflows and increase productivity.

How Aircall works with Salesforce

Aircall’s integration with  Salesforce Lightning & Salesforce Classic empowers your support agents, sales reps, and entire team to streamline their workflows and increase productivity.

Benefits of Integrating Aircall with Salesforce

1. Centralise your workflows
Sales and support teams can now handle all their calls directly in Salesforce without jumping back and forth from phone to CRM. Make outbound dials and receive inbound calls without ever switching screens, thanks to our natively integrated phone app. Save call recordings and other call data to our dedicated Aircall Voice Object to automatically track each caller’s history.

2. Increase Customer Satisfaction:
Manage all your customer communications in one place with our Salesforce phone integration. When all your customer communications are in one place, tracking, and following up with prospects and leads is a breeze for your team.

3. Flexibility
Don't compromise call quality or risk data loss by working remotely. Our iPhone and Android mobile app can be used to keep your Salesforce data up to date, no matter where you are.

4. Automate reporting for better team performance
Great reporting means better team performance. Our seamless integration lets you easily manage data across all Salesforce Objects, including leads, contacts, accounts, cases, tasks, and activities.

Gain deeper insights from every call and across your team activities by linking Aircall data to your Salesforce dashboards, or by using our pre-built reports. Use our call tagging and custom field features to customise your team's reporting to your specific business.

5. Eliminate manual data entry
Skip the busywork and let Aircall's phone system automatically synchronise call data and trigger your next workflow steps. Integrate with Salesforce to automatically route  inbound and outbound calls to the right person, in real-time.

Missed calls? Quickly create cases for missed calls and voicemails to ensure your representatives can deliver timely responses and improve your customer experience.

6. Increase productivity
When it comes to calling prospects and closing deals over the phone, we know that time is precious. The Aircall + Salesforce telephony integration has lots of timesaving features for teams including:

• Click-to-call: Get incoming call alerts sent to your screen and start the conversation instantly by clicking the banner

• Sales Engagement compatibility: Save time and move prospects through your cadence right from the CTI

• Insight Cards: See more context behind every inbound call with data automatically pulled from your Salesforce app into view

• Omni-Channel Capability: Managers can use this feature to minimise distractions for agents, monitor call status live in Salesforce and make adjustments in real time, resulting in higher customer satisfaction

• Interactive Voice Response (IVR): Set up a smart directory that will automatically guide a customer to the correct team on their first try

Frequently Asked Questions

What types of plans are required for this integration?
The Aircall + Salesforce integration is currently only available for those on the Aircall Professional Plan, as well as the Salesforce account on the Enterprise or Unlimited Plan.

How do I Configure my Aircall Phone with Salesforce CRM?
Full instructions for setting up your integration can be found here, or in the sidebar under FAQ.

What permissions do I need to use this integration?
a. Top-level Salesforce administrator privileges, or full object-level and full-field-level security permissions.
b. A Salesforce License
c. You must be using the same email for both Aircall and Salesforce