# Setting Up AirCall on CRM

To setup AirCall on CRM, follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}
Click “Create”.\


<figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FqGAnrOjN4QZrcxIAWHJX%2Fimage.png?alt=media&#x26;token=dc644da3-e5bf-4118-a472-f6900b9085ef" alt=""><figcaption></figcaption></figure>
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{% tab title="Step 2" %}
Fill in the respective fields:

1. API ID
2. API Token\
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FPLaMuGdsb1x6rE0kVsaj%2Fimage.png?alt=media\&token=0ef73232-abc6-4c0f-b33b-63b86c6815c0)
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{% tab title="Step 3" %}
1. To retrieve the API ID & API Token, login to your AirCall account.
2.  Navigate to “Integrations & API” and click “Generate an API key”.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FXCUxcYHRSfV0RZsKg48n%2Fimage.png?alt=media&#x26;token=899b63b0-82ce-42f4-a8a9-c70fba5785d2" alt=""><figcaption></figcaption></figure>
3.  A popup will appear showing the API ID and API Token. Copy and paste them onto the CRM before clicking “Confirm”.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F0CkpFTIhIEaf5GFtE5BL%2Fimage.png?alt=media&#x26;token=4ff7e248-d506-41a6-b3b3-eaee02cc093f" alt=""><figcaption></figcaption></figure>
4.  Upon clicking “Confirm”, you will no longer be able to retrieve your API Token.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F2i6ISyWmL1CyLVyiq17N%2Fimage.png?alt=media&#x26;token=0696f240-1db4-4039-af94-1ea6aa07d407" alt=""><figcaption></figcaption></figure>
5. Fill in the API ID & API Token on CRM and click “Confirm”.
{% endtab %}

{% tab title="Step 4" %}
The API ID will be reflected here. The CRM can only be connected to one API ID at a single time.\


<figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fy1DKsHHQJV6Ehsn2ckMD%2Fimage.png?alt=media&#x26;token=b0b16d06-f298-47a9-9edf-e7cae3bb720d" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 5" %}
Setup AirCall Users:&#x20;

1. Login to AirCall
2.  Navigate to “Users” tab and click “Create User”.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FEC182heRyEu2ERdt3VB2%2Fimage.png?alt=media&#x26;token=cc52cad0-09ad-4d99-99d7-d48fe937931d" alt=""><figcaption></figcaption></figure>
3.  Fill in the contact details and select the respective permissions.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F5DL2WoO2EfDzpdaRAuFY%2Fimage.png?alt=media&#x26;token=e4e358e8-2340-4bdc-ac97-6248ff74e184" alt=""><figcaption></figcaption></figure>
4. You can assign different users to different numbers created.
   * You can assign different users to different numbers created.\
     ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FGrtOxZ81CHiDu58NKIFw%2Fimage.png?alt=media\&token=c9ed8573-9bdd-4c55-a67d-d52e52deccf3)
   *   Navigate to “Teams & Users” and add the respective user.\


       <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FgLJl27xBxh3RxgVFshne%2Fimage.png?alt=media&#x26;token=524e2a29-2a47-40d6-8e77-080356daf1ae" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 6" %}
On CRM, configure AirCall settings.

1.  Click onto the “Settings” icon.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Flsv77WTkgzH0FzoXXkjv%2Fimage.png?alt=media&#x26;token=5c7f801a-bf33-40bf-b3ad-8d76395103e7" alt=""><figcaption></figcaption></figure>
2. You can assign CRM users to the various AirCall users that you have setup.
3. The AirCall users created will be reflected on the CRM.
4.  You will need to assign CRM users to your AirCall users. It is recommended for each AirCall user to be assigned to one CRM user only for better tracking and record of calls.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fm4zAxhgkW12gAmLBeZWE%2Fimage.png?alt=media&#x26;token=6c926145-7bf3-4ae5-b5c8-92940e3fe691" alt=""><figcaption></figcaption></figure>
5.  Select the modules in which you wish to enable the call function for:

    * Clients Module
    * Leads Module
    * Tickets Module

    ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FNlEOGKXipy4VpMPy3Jce%2Fimage.png?alt=media\&token=a3f26be9-a49c-4779-9a1b-633b180df009)
6.  Copy the Callback Address here.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FDTpCa5WzJp5rWx2X9HzE%2Fimage.png?alt=media&#x26;token=69fc857a-2b68-4a7d-9924-3c469514c04b" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 7" %}
1. Paste the callback URL onto AirCall.
   * Login to AirCall
   *   Navigate to “Integrations & API” > “Discover Integrations”, and click “Webhook”.\


       <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FukmlMcgi7hmgCXSaECRx%2Fimage.png?alt=media&#x26;token=7c317770-49aa-4f5b-bfb4-90fbf7ce0475" alt=""><figcaption></figcaption></figure>
   *   Click “Install Integration”.\


       <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FVOBtV6lhMwn8izopqJu1%2Fimage.png?alt=media&#x26;token=0d6e36fa-e8ae-4770-a4de-adf50b64875e" alt=""><figcaption></figcaption></figure>
   *   Fill in the callback URL on CRM under “Integration URL”.\


       <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FR0zPYge85EZdqGtGB0If%2Fimage.png?alt=media&#x26;token=e5d8bf12-adbe-48eb-8e55-be3a1c23e971" alt=""><figcaption></figcaption></figure>
   * Ensure the following functions are enabled for the integration to work well.\
     ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FHUe7yim9sfAkJX4dlRV1%2Fimage.png?alt=media\&token=ab2fa0a6-d30d-4e39-b9c3-41e0734f5fdb)
2.  Click “Confirm” on CRM to save your settings.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FEdy7cHL110RezjcLAsfx%2Fimage.png?alt=media&#x26;token=998e77fe-a5d3-4821-8f61-aa73cd6c1372" alt=""><figcaption></figcaption></figure>
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