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Integration of Aircall with HubSpot

Seamlessly connect Aircall with HubSpot to optimize your telephony processes and increase the efficiency of your sales team. This integration enables seamless synchronization of calls, contacts and interactions between both platforms to ensure improved customer communication and management.

Why Aircall integration?

The integration of Aircall with HubSpot enables companies to integrate their telephony directly into their CRM system. This allows sales and support teams to manage calls more efficiently, automatically update caller information and ensure seamless communication with customers. This connection improves productivity and enables personalized customer care, resulting in greater overall efficiency and customer satisfaction.

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Advantages of integrating

Aircall with HubSpot

  • Automatic call logging: All inbound and outbound calls are automatically logged in HubSpot and linked to the corresponding contacts, providing a complete and up-to-date view of customer interactions.

  • Improved productivity: Direct integration allows sales reps to make calls directly from HubSpot and automatically gain insight into call history and caller information without having to switch between different systems.

  • Real-time visibility: The integration provides real-time information on current calls and their status, enabling teams to respond quickly and optimize customer care.

  • Automated workflows: Use HubSpot workflows to automatically create tasks, send notifications or initiate follow-up actions after calls to increase efficiency and ensure no important interactions are missed.

  • Improved analytics capabilities: By linking call data with other CRM data in HubSpot, detailed reports and analytics can be created to gain insights into the effectiveness of sales and support activities and adjust strategies based on informed insights.

How the integration of Salesforce with HubSpot works

Preparation and configuration

  • API keys and credentials: Make sure you have the necessary API keys and credentials for both Aircall and HubSpot.
  • Link Aircall account: Log in to your Aircall account and navigate to the integration options. Select HubSpot and enter the required API keys and credentials to authenticate the connection.

Setting up the integration

  • Configure synchronization: Define which data should be synchronized between Aircall and HubSpot, such as call logs, contact data and notes.
  • Automatic logging: Activate the automatic logging of calls in HubSpot. This means that all calls are automatically recorded and assigned to the corresponding contacts or deals.

Making calls

  • Make calls directly from HubSpot: Sales and support teams can make calls directly from HubSpot by clicking on a contact's phone number. Aircall handles the call handling and synchronizes the data automatically.
  • Call notes and tags: During or after the call, employees can add notes and assign tags, which are also stored in HubSpot.

Automated workflows and follow-ups

  • Set up workflows: Use HubSpot workflows to initiate automatic follow-up actions after calls. For example, a task can be created or an email notification sent when a call is missed.
  • Notifications and tasks: Configure notifications and tasks based on specific call events, such as missed calls or calls from important customers.

Reporting and analysis

  • Real-time dashboards: Create real-time dashboards in HubSpot to monitor call activity and track team performance.
  • Detailed reports: Use HubSpot's reporting feature to create detailed reports on call volumes, success rates and other key metrics.
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Application examples

Efficient customer service

  • A sales representative makes a call directly from HubSpot, while the call information is synchronized with the CRM in real time. All notes and interactions are logged automatically.

Automated follow-ups

  • After a customer call, a follow-up task is automatically created in HubSpot to ensure that the sales representative contacts the customer again at a later date.

Real-time transparency and monitoring

  • The support team monitors incoming calls in real time via a HubSpot dashboard and can respond to customer queries immediately by viewing caller information and call histories.

Our Values

How we as a HubSpot Diamond Partner can help our customers to use the integration successfully

Our team at Levr has in-depth expertise in integrating Aircall with HubSpot. As one of the leading HubSpot partners in Europe, we have delivered numerous successful projects where we have developed customized integration solutions specific to our clients' business needs and objectives. We understand the technical requirements and strategic challenges that companies face and strive to deliver the best possible solution to optimize the sales process and increase efficiency.

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Advice and planning

  • Analysis of business requirements: We start with a comprehensive analysis of your current telephony and CRM processes to identify the specific goals you want to achieve with the integration.

  • Creation of a customized integration plan: Based on the analysis, we develop a detailed plan that covers the technical aspects of the integration as well as the strategic steps to seamlessly connect Aircall and HubSpot.
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Training and support

  • Employee training: We provide comprehensive training for your employees so that they can use the new tools and processes effectively to perform their daily tasks efficiently.

  • Ongoing post-implementation support: Our support team is on hand after implementation to answer technical questions, make adjustments and ensure the integration runs smoothly.
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Implementation

  • Technical setup: Our experienced technicians take care of the technical setup of the integration, including the configuration of data fields, synchronization rules and integration of workflows.

  • Integration configuration: We customize the integration to your specific requirements to ensure that all data can be seamlessly exchanged between platforms.
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Optimization and improvement

  • Ongoing monitoring and adjustment: We continuously monitor the performance of the integration and make optimizations as needed to ensure it delivers maximum value to your business.

  • Data analysis and reporting: We help you track key metrics and create detailed reports to measure and continuously improve the effectiveness of your telephony and CRM processes.

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