![]() -Optional- Install “Aircall – Click to dial” chrome extension to launch calls with a simple click tinyurl.Click on “Allow and Install” to give Aircall access to the requested permissions.Choose which numbers you want to sync with Pipedrive and click on “Next”.Go to the “Integrations” tab, select Pipedrive and click on “Install”.Setup numbers, users, and follow the instructions for existing accounts to test our Pipedrive integration!.Click on “Try Aircall for Free” to start your 7-day free trial.Sign up for Aircall via /aircall-pipedrive.Our platform adapts to your current workflows and simplifiesthe way your business handles phone calls across teams and regions.īenefit from advanced features including real-time call monitoring, click-to-dial, IVR, call routing, call recording, call queuing, warm transfer, mobile apps, personalized greetings and more! Setup and installation Benefit from advanced call center features to handle phone calls across teams and regions.Īircall is a cloud-based call center software that lets businesses create an entire call center in minutes. With Aircall, you can: screen-pop to a contact’s page before answering a call, route calls to your teammates or click to dial to easily reach out to a customer. These users will be sent an email and be prompted to install the Aircall desktop app to start receiving and making phone calls using your company phone number.Connect to Aircall in minutes, add numbers in 50+ countries, and invite your teammates to start placing and receiving calls right away! To invite additional users to Aircall, go to the Teams section in Aircall, and click on " Create Team or User". You can invite your Pipedrive users to the same Aircall account and let everyone in your company use Aircall to receive and make phone calls. For Activity tags will sync to the default. If you chose Person or Deal, tags will be synced to a custom field. Please note you can only select one object for tags to be synced to. You will be able to choose to have Aircall tags synced to either an Activity, Deal, Person, or Nothing. If you click on the Pipedrive Integration in the Aircall web app, you will be able to set up the type of activities you want each type of call to create. Aircall tags can now be synced to objects in Pipedrive. The integration will also allow you to log the phone calls as completed or in-progress activities in Pipedrive. Once you confirm, you should now be able to make calls in Pipedrive with Aircall seamlessly. When you click on a phone number in Pipedrive, you will be prompted by your browser to allow Aircall to be your default calling program. In order to set up a click-to-dial system in Pipedrive, you will have to first go to your Pipedrive company Tools and apps > Caller > Personal and set up the default calling method to " web+aircall:", as shown below: Confirm that Pipedrive is now displayed as an active integration.Enter your Pipedrive URL and Pipedrive API token when prompted.Click on Pipedrive > Install, select the number you would like to integrate and click " Next".Go to Integrations > Discover more integrations in the Aircall web app.Once your account is registered, you can begin connecting Aircall to Pipedrive. Add a company phone number in Aircall web app.Confirm your new account via email at the provided email address.Register for a new account by providing an email address. ![]() This integration will log all inbound/outbound calls and voicemails as activities in Pipedrive and automatically generate new Pipedrive contacts whenever you call a phone number that does not match an existing contact phone number in your Pipedrive database.īefore getting started, you will need to register (and confirm) a new account in Aircall. Specifically, Pipedrive's integration with Aircall allows users to make phone calls from Pipedrive using Aircall's functions, so you do not need to interrupt your workflow in Pipedrive in order to stay productive. Note: Only admin users can set up the Aircall integration in a Pipedrive company account.Īircall is an app designed to set and manage phone operations for companies around the globe.
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