Aircall & HubSpot Integration

Boost your productivity and track your customers throughout the entire funnel: from marketing, through sales, to support.

Aircall
integration aircall hubspot
INTEGRATED PHONE CALL

Cloud Phone Call Right Inside HubSpot

Aircall is an effortlessly installable, user-friendly cloud telephony solution that integrates seamlessly with HubSpot.

Link Aircall to HubSpot for tailored conversations with your customers and quicker resolution of their inquiries!

Discover the Advantages of Aircall x HubSpot Integration

Say goodbye to manual entry by automatically logging all incoming and outgoing calls, missed calls, and messages directly into HubSpot.

  • Elevate your customer experience by instantly accessing contact, company, and transaction details the moment your phone rings.
  • Boost your team's collaboration by further centralizing all contact-related information in one place.
  • Implement straightforward and automated processes by activating HubSpot workflows triggered by your Aircall activities.
  • Streamline the management of your sales and support teams by generating native HubSpot reports based on Aircall-provided data.
  • Speed up your calling process by up to 4x by quickly loading numbers from a HubSpot contact list into your Aircall queue.
  • Automate the creation and organization of your HubSpot tickets based on your support team's Aircall activities.
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Trusted by Thousands:
Discover Aircall

Aircall boasts the title of the most installed telephony solution on the HubSpot marketplace.

With over 6,000 Aircall installations on HubSpot and more than 10,000 businesses worldwide leveraging our solution, we're proud to be a leader in connecting companies with their customers.

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SET UP

How to Configure Aircall Integration in HubSpot?

PREREQUISITE

Aircall-Dashboard

Prerequisites for Integrating Aircall with HubSpot

Before diving into the integration process itself, make sure to check the following prerequisites:

  1. Ensure you have administrative rights on both HubSpot and Aircall platforms.
  2. Verify that all users are employing the identical email address for both HubSpot and Aircall.

Once you've confirmed these two criteria are met, you're ready to move forward to the next steps!

STEP 1

Étape-1-Cliquez-pour-installer

Step 1: Begin the Installation from Aircall

1. Log in to your Aircall dashboard
2. Choose “Integrations” from the left-side menu
3. Select “HubSpot”
4. Hit “Install”



STEP 2

Étape-2-Autorisez-lintégration

Step 2: Enable Integration

Simply click on "Authorize" to proceed.

STEP 3

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Step 3: Connect an Aircall Number

Click on Add a Number

Note: This step is optional, but remember, the integration only becomes operational once you have added a number. You're free to do this later, but don't forget to circle back!

STEP 4

sign-in-hubspot

Step 4: Log In with Your HubSpot Account

Enter your HubSpot credentials or log in using your Google account.

STEP 5

Integration-terminee

Your integration is now complete!

Tip: Click on "Create a Test Call" to ensure the integration is functioning correctly.

Next, head back to your Aircall dashboard to adjust the integration settings.

This is the perfect time to review your sales and/or customer support team processes. Perhaps consider automating some aspects with the new capabilities offered by the integration.

Should you wish for guidance through this process, don't hesitate to reach out to us!

Aircall-Dashboard

Prerequisites for Integrating Aircall with HubSpot

Before diving into the integration process itself, make sure to check the following prerequisites:

  1. Ensure you have administrative rights on both HubSpot and Aircall platforms.
  2. Verify that all users are employing the identical email address for both HubSpot and Aircall.

Once you've confirmed these two criteria are met, you're ready to move forward to the next steps!

Étape-1-Cliquez-pour-installer

Step 1: Begin the Installation from Aircall

1. Log in to your Aircall dashboard
2. Choose “Integrations” from the left-side menu
3. Select “HubSpot”
4. Hit “Install”



Étape-2-Autorisez-lintégration

Step 2: Enable Integration

Simply click on "Authorize" to proceed.

Étape-3-Connectez-un-numéro-Aircall

Step 3: Connect an Aircall Number

Click on Add a Number

Note: This step is optional, but remember, the integration only becomes operational once you have added a number. You're free to do this later, but don't forget to circle back!

sign-in-hubspot

Step 4: Log In with Your HubSpot Account

Enter your HubSpot credentials or log in using your Google account.

Integration-terminee

Your integration is now complete!

Tip: Click on "Create a Test Call" to ensure the integration is functioning correctly.

Next, head back to your Aircall dashboard to adjust the integration settings.

This is the perfect time to review your sales and/or customer support team processes. Perhaps consider automating some aspects with the new capabilities offered by the integration.

Should you wish for guidance through this process, don't hesitate to reach out to us!

AND THEN ?

How can you maximize your investment and fully leverage the integration?

One of the key benefits of implementing Aircall within HubSpot is its straightforward setup, which can be accomplished in mere minutes. However, merely linking the two applications is just "the tip of the iceberg."

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The success of this setup hinges significantly on essential strategic thinking:

  • Are the current processes of your sales and customer support teams as efficient as they could be?
  • Can the new capabilities offered by integration enhance these processes?
  • Which Aircall workflows will best align with your processes and needs?
  • Which aspects of your new processes can be automated?
  • What HubSpot workflows could automate your processes and boost your team's productivity?
  • What technical and strategic impacts could this integration have on your business?
  • How can you ensure that all your teams effectively utilize the new tools available to them?

These inquiries demand serious contemplation, and we therefore advise dedicating the necessary time to ensure the project's success.

WHY US?

Entrust your project to experts

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EXPERTISE

As a distinguished HubSpot Diamond Partner, Mi4 is here to guide you through the following key services:

  • Crafting a comprehensive project brief to meet all your requirements
  • Reviewing and enhancing the processes of your sales and/or customer support teams
  • Providing a full, tailored setup of the HubSpot / Aircall integration
  • Implementing necessary workflows and making adjustments to all related data
  • Training your teams to ensure smooth adoption of the solution
  • Automating your processes upon approval, utilizing the unique workflows enabled by the integration
  • Sharing insights and transferring skills

They recommend us

 

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Contact an Aircall & HubSpot Expert