Setting Up AirCall on CRM

To setup AirCall on CRM, follow these steps:

Step 1

Click “Create”.

Step 2

Fill in the respective fields:

1. API ID

2. API Token

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”.

   
3. A popup will appear showing the API ID and API Token. Copy and paste them onto the CRM before clicking “Confirm”.

   
4. Upon clicking “Confirm”, you will no longer be able to retrieve your API Token.

   
5. Fill in the API ID & API Token on CRM and click “Confirm”.

Step 4

The API ID will be reflected here. The CRM can only be connected to one API ID at a single time.

Step 5

Setup AirCall Users:

1. Login to AirCall

2. Navigate to “Users” tab and click “Create User”.

   
3. Fill in the contact details and select the respective permissions.

   
4. You can assign different users to different numbers created.

   • You can assign different users to different numbers created.
   • Navigate to “Teams & Users” and add the respective user.

     

Step 6

On CRM, configure AirCall settings.

1. Click onto the “Settings” icon.

   
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.

   
5. Select the modules in which you wish to enable the call function for:

   • Clients Module

   • Leads Module

   • Tickets Module

   
6. Copy the Callback Address here.

   

Step 7

1. Paste the callback URL onto AirCall.

   • Login to AirCall

   • Navigate to “Integrations & API” > “Discover Integrations”, and click “Webhook”.

     
   • Click “Install Integration”.

     
   • Fill in the callback URL on CRM under “Integration URL”.

     
   • Ensure the following functions are enabled for the integration to work well.
2. Click “Confirm” on CRM to save your settings.