aircall

Aircall integration for Zoho CRM

Aircall is a cloud-based call center solution that is integrated with Zoho CRM to provide real-time tracking , automations, mobile apps, and reports to manage call-related activities in your CRM. Use this integration and empower you teams to have meaningful conversations with your customers and partners.

Setup integration

To set up the integration,

  1. Click Settings > Setup > Channels > Telephony.
  2. Choose Aircall from the PhoneBridge Marketplace.
  3. Click Integrate.
  4. Click Get it now, in the Aircall page.

For configuration steps, click here.

Using Aircall integration

After configuring the Aircall integration in Zoho CRM, you can do the following:

  • Click-to-dial an existing number in Zoho CRM to initiate a call.
  • Use screen-pops to view the customer profiles while you're on an incoming call
  • Automatically log every calls inside Zoho CRM.
  • After finishing you call, you can perform any follow-up activities as required.

Click here for more details.

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