How to Integrate with Aircall
What is Aircall Integration?
Aircall is a virtual phone system that can integrate with QuickMail to make call steps more powerful.
Why integrate with Aircall?
Aircall allows users to automatically track call activities in QuickMail. Thus, helping users be more productive when using call steps.
With Aircall integration, users can easily manage call activities by applying tags to prospects and putting notes on Aircall during and after a call.
After tagging prospects and making notes on Aircall, the tags and notes will also sync with QuickMail.
Upon calling your prospect in QuickMail through Aircall, the data of the prospect will also be displayed on the caller insights card.
The caller insights card also has a link to your prospect's profile in QuickMail, so you can easily pull the prospect's information up.
How to integrate with Aircall?
Step 1. Head to your QuickMail account Settings → Add-ons → click Aircall under Phone and you'll be redirected to AirCall website.
Note: If you don't have an Aircall account yet, you can sign up for a free trial here.
Step 2. Log in to your Aircall account → Integrations & API → Discover Integrations → Look for QuickMail
Step 3. Click on Learn More
Then, click 'Authorize'
Note: You will be redirected to the Account Selector page if you have an agency or have multiple QuickMail accounts. This is where you can select which QuickMail organization or account must have the Aircall integration.
After clicking Authorize, you may choose Add numbers or Skip it.
Step 4. A confirmation saying that the integration has been installed will appear.
Step 5. Go back to QuickMail Settings and check if Click-to-Call has been activated
Under AirCall integration in QuickMail, the list of team members is added. From this list, users can assign a number to each of the team members to start calling prospects with their perspective numbers.
This is how Aircall integration looks like in QuickMail.
Once Aircall is set up in QuickMail, your tags in QuickMail will automatically sync with Aircall and vice-versa.
How to use Aircall Integration?
Once the integration is set up, Aircall integration can be used by creating a call step for your campaigns. Creating a call step allows user to call their prospects in QuickMail.
For more information on how to create Call Steps, check out this article: Call Steps
Note: For Aircall to work, you must have the Aircall app installed on your computer.