Salesforce + Aircall Image Description

Integrate Aircall with Salesforce to:

  • Use Aircall functionalities as a native App within Salesforce
  • Single Sign On to Login to both the Applications.
  • Reachout to Customers by Manual dial, Click to Call or connect via centrally managed Teams & Numbers.
  • Collaborate with team members with advanced communication features such as Confer, Transfer to an user, or transfer to a team.
  • Dynamically populate Salesforce pop-up of customer data upon initiating a conversation with the customer based on identified intent of conversation.
  • Wrap-up conversations and automatically update data into the relevant entities & fields in Salesforce and Aircall.
  • Enable User input fields to input details while on a conversation and automatically update into the respective entities in Salesforce.
  • Automatically Sync fields in Aircall related to the conversation with the activity fields and entities in Salesforce.
Single Sign On

One Click to login to both the applications. Aircall integrates with Salesforce as a Channel Integration Framework and supports versions 1 & 2. Aircall functionality is visible as a panel in the right hand side and consumes 300px by 580px or 24% of the screen space. One-Click to minimize or restore back to manage your Salesforce workspace.

Presence Management

Unified user Presence management among both the applications.

Manual Dial 

Choose a Queue or Campaign on your Aircall panel in your Salesforce CRM. Input the number to be dialed. A call is initiated and connected to the user upon success.

Click to Call 

Click on a Contact > Number within your Salesforce CRM to initiate a call.

Dialer 

Manage presence settings with a One click Login/Logoff to your Campaigns & Queues. Recieve interactions from centrally managed outbound call campaigns on various dialing algorithms such as predictive, preview or progressive. Simultaneously attend to conversations on Queues.

Pop-Up : Customer Details

On receiving an interaction, Get a Pop-Up of the Customer details in your Salesforce CRM as configured for your Team & Number. 

When multiple records are associated to a conversation ID, List of associated entities and secondary entities are shown to the user. Click to view and identify the relevant information record to tag the conversation with. 

Could also be configured to Dynamically Pop-up various entities such as contacts, accounts, incidents, opportunities or any other custom entity based on available information from interaction history, inputs in IVR, information within Salesforce records or any other 3rd party widgets used before starting the conversation.

Wrap-Up

Wrap up the conversation by adding notes and choosing a Tag from those configured in Aircall. Wrap-Up Data and activity information automatically gets updated against the customer record in Salesforce. 

User Input Fields

Provision for Custom user input fields to enter inputs while on a conversation. The inputs will automatically get synced with the configured entities in Salesforce.

Input fields can be configured to update simple plain user inputs as a string or by using a formula that gives a computed value involving data from user inputs, data from Salesforce, Aircall and any 3rd party application.

Collaboration

Collaborate with team members with the advanced communication options to confer with an expert or transfer to a team member or a Queue.

Pricing plans

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