In the Call Settings, you can configure AirCall integration to streamline phone support within the CRM. With AirCall, you can make calls to clients directly from the CRM interface, provide real-time support, and access call recording and analytics for better customer service.
To register an account with AirCall, follow these steps:
Register an account via this link: https://aircall.io/signup/. Fill in your email address and click “Try for free”.
Fill in the details and click “Start your free trial”.
You will receive an email address with a link to verify your account.
Upon clicking onto the link, you will need to set your password.
Once you have confirmed your password, you will be logged into your AirCall account.
Navigate to the "Numbers" tab and click “Create a number”.
Choose a location and number type and click “Next Step”.
Name your number and click “Create Number”.
Your newly created number will be reflected here.
To start using AirCall, you will need to install it via the CRM Marketplace and provide users with the respective permissions.
Go to Marketplace and click “Obtain”.
You will be redirected to a page providing you with a brief background on AirCall. Click “Obtain” to proceed with installation.
Upon installation, you will need to enable the respective permissions for AirCall:
Allow Calls - enabling this permission will allow users to call clients and leads directly from the CRM.
AirCall Settings - enabling this permission will allow users to configure the settings for AirCall.
You will be able to see “Call Settings > AirCall” tab in the Settings Page.
Once AirCall setup has been completed, you will be able to call your clients directly from the CRM.
On the Clients & Leads page, there will be a “call” icon beside “Phone Number”. You will only see the call icon if “Phone Number” is a visible column in your report.
Similarly, on the Tickets module, you will be able to call your clients directly from the CRM portal by clicking onto the “Call” icon.
When you click onto the “Call” icon, you will need to login to your AirCall account.
Select the language preferred and click “Next”.
A number pad will appear and the client / lead’s phone number will be entered automatically by default.
Click “Call” to call the client / lead.
To setup AirCall on CRM, follow these steps:
Click “Create”.
Fill in the respective fields:
API ID
API Token
To retrieve the API ID & API Token, login to your AirCall account.
Navigate to “Integrations & API” and click “Generate an API key”.
A popup will appear showing the API ID and API Token. Copy and paste them onto the CRM before clicking “Confirm”.
Upon clicking “Confirm”, you will no longer be able to retrieve your API Token.
Fill in the API ID & API Token on CRM and click “Confirm”.
The API ID will be reflected here. The CRM can only be connected to one API ID at a single time.
Setup AirCall Users:
Login to AirCall
Navigate to “Users” tab and click “Create User”.
Fill in the contact details and select the respective permissions.
You can assign different users to different numbers created.
Navigate to “Teams & Users” and add the respective user.
On CRM, configure AirCall settings.
Click onto the “Settings” icon.
You can assign CRM users to the various AirCall users that you have setup.
The AirCall users created will be reflected on the CRM.
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.
Select the modules in which you wish to enable the call function for:
Clients Module
Leads Module
Tickets Module
Copy the Callback Address here.
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”.
Click “Confirm” on CRM to save your settings.
You can assign different users to different numbers created.
Ensure the following functions are enabled for the integration to work well.
