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Aircall for Freshsales

Integrate Aircall and Freshsales for automatic call logging and quick access to activity data.
Published by Aircall(about almost 6 years ago)
Supported for
Visit Site To Install
OverviewInstallation InstructionsPrivacy & Security
Installing the Aircall app with Freshsales will let you: 1. View caller details at a glance With Aircall’s Insight Cards, caller details appear on the screen as soon as the phone rings. At a glance, you’ll see the caller’s name and customer status. If the caller is a Contact, you’ll also see all associated Deals so you can tailor your response. If the caller does not yet have a record in Freshsales, a new Lead will automatically be created. 2. Go to Lead, Contact, or Deal page in one-click Link directly to the Lead or Contact page and the Deal page. No need to spend time searching for the right record. 3. Log calls automatically Reps save time on every call by getting rid of manual data entry. All calls are automatically logged as Call Activities along with key details about the call, including whether it was inbound or outbound, answered or missed, and the name of the Aircall line that was used. All call comments captured in Aircall are also logged, along with a link to the call recording.

App Details

Categories
Chat, Video & Telephony

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

To enable the integration: 1. Login to your Aircall Account, or signup at https://aircall.io/signup/ 2. From your Aircall Dashboard, select "Integrations" on the left sidebar menu. 3. Click on "Add an integration" 4. Select "Freshsales" 5. Click on "Install" Next, you will need to create a new “Custom Sales Activity” in Freshsales. To do so, follow the steps below: 1. Login to your Freshsales account 2. Go to your Freshsales "Admin Settings" page 3. Click on "Sales Activities" 4. Create a new Custom Sales Activity named “Aircall” IMPORTANT: The name of the Custom Sales Activity must be “Aircall” for the integration to run smoothly. This is case-sensitive and space sensitive. Once your new Custom Sales Activity appears in your Freshsales admin settings, return to your Aircall-Freshsales integration screen and click Next. Follow the remaining steps as indicated to complete the setup.

App Details

Categories
Chat, Video & Telephony

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support

App Details

Categories
Chat, Video & Telephony

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

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