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Aircall Salesforce Integration

Appy Pie Automate allows you to Integrate Aircall with Salesforce using AI Agents

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  • Lightning Fast Setup
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Simplify Aircall Salesforce Integration with seamless setup

Easily set up Aircall Salesforce Integration without coding. Start automating your workflows and Integrate Aircall with Salesforce today.

How Aircall and Salesforce Integrations Work

Follow the steps below to start setting up your Aircall integrations using Appy Pie Automate:

  1. Steps

    Step 1: Select Trigger

    Choose Aircall as the trigger app, select event, authenticate & successfully Test

  2. Steps

    Step 2: Select Action

    After completing the trigger test, select Salesforce as the action app from the list.

  3. Steps

    Step 3: Authenticate

    Connect your Salesforce account & authenticate it.

  4. Steps

    Step 4: Setup & Test

    Select the data you want to send from Aircall to Salesforce & your AI Agent is ready!

Aircall and Salesforce Integration

Popular Templates for Aircall and Salesforce Integration

Discover our most popular templates, designed to simplify and optimize your automation processes

  • Aircall Integration
  • Salesforce Integration

Create Lead from Salesforce from Call Created to Aircall

  1. When this happens:

    Call Created

  2. Then do this:

    Create Lead

Use template for free
  • Aircall Integration
  • Salesforce Integration

Create Contact from Salesforce from Call Created to Aircall

  1. When this happens:

    Call Created

  2. Then do this:

    Create Contact

Use template for free
  • Aircall Integration
  • Salesforce Integration

Create Opportunity from Salesforce from Call Created to Aircall

  1. When this happens:

    Call Created

  2. Then do this:

    Create Opportunity

Use template for free
  • Aircall Integration
  • Salesforce Integration

Create Record from Salesforce from Call Created to Aircall

  1. When this happens:

    Call Created

  2. Then do this:

    Create Record

Use template for free
  • Aircall Integration
  • Salesforce Integration

Create Custom Object from Salesforce from Call Created to Aircall

  1. When this happens:

    Call Created

  2. Then do this:

    Create Custom Object

Use template for free

Streamline Your Workflow with Appy Pie Automation

Frequently Asked Questions

  • What Is Aircall?

    Aircall is the cloud-based call center and phone system of choice for modern businesses. A voice platform that integrates seamlessly with popular productivity and helpdesk tools. Aircall was built to make phone support easy to manage – accessible, transparent, and collaborative.

  • What Is Salesforce?

    Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

  • How Aircall and Salesforce Integrations Work?

    The integration between Aircall and Salesforce is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:

    • Connection Establishment: The first step is establishing a secure connection between Aircall and Salesforce. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
    • Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
    • Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
    • Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
    • Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
    • Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.

  • Is the Integration Between Aircall and Salesforce secure?

    While assessing the security of integrating Aircall with Salesforce, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Aircall-Salesforce integration:

    • Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
    • Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
    • Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
    • Data Storage Security: This ensures that the databases or storage systems used by Aircall and Salesforce integration have adequate security measures.
    • User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.

Page reviewed by Abhinav Girdhar  | Last Updated on January 19, 2025, 7:54 pm

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