How to connect Aircall with Crisp?
Phone calls is still one of the most frequent channel customers use to get in touch with companies. By connecting Aircall to Crisp, you can now receive and start phone calls straight from your Crisp inbox. Here is how.
How does the integration work?
The list below describes the features included in the Aircall <> Crisp Integration, you can find more information on the integration listing.
When a call is received on Aircall, a conversation will be created in Crisp to notify the operators. If there is an existing Aircall conversation, new calls will land in the same conversation.
Call started and Call ended events will be logged in the conversation.
Voice mail recordings will be logged in Crisp.
Notes left on an call within the Aircall app will be logged into Crisp as a note too.
Tags left in Aircall will be added as Segments in Crisp.
Contacts will be synced from Aircall to Crisp and vice versa.
Initiate and receive calls directly from the Crisp Inbox.
Open a Crisp conversation directly from Aircall call.
Connecting Aircall
Through this guide, you'll get everything you need to get your Aircall account connected to Crisp. You don't have an account on Aircall? Get in touch with us so you can benefit from our incredible partnership offer.
To enable this integration, you need to be using the Unlimited plan.
To centralize all your channels into Crisp, you still need to connect your phone system, which now possible thanks to Aircall. Before going through, make sure you're on the Unlimited plan and that you are an Admin in your inbox.
Once you're ready, follow the simple steps below:
Log in the Crisp dashboard.
Go to the plugins section in the left sidebar.
Search for "Aircall" in the search bar at the top center of your screen and click on "view details".
Click on the "install" button
Click on the "Connect to Aircall" button
Fill in your Aircall credentials if not connected already
Once you're logged in Aircall, you have two choices:
Create a phone number straight in Aircall
or
Port an existing phone number to your Aircall account
Now that the app is installed on Crisp and connected to Aircall, here is how you can create a phone number on Aircall.
Click on "Create a Number"
Click on "Create Classic Number"
Choose the geographical location you want your number to have
Name your phone number
Add agents to this phone number (Optional)
Click on "Create Number"
Congrats 🎉 Your phone number has been created, you can now set it up.
Once you have created a phone number or ported a phone number to your Aircall account, go to your phone number settings and click on "integrations".
The agents on your team can use the same phone line simultaneously!
Once you've added the integration to your phone number, you're good to go. You can now go back to your Crisp inbox and look for the Aircall widget in the right sidebar of each conversation.
Thanks to Crisp <> Aircall integration, you can start to answer phone calls from Crisp and build a true multichannel inbox. To do so, you'll need to have the Aircall widget open in your Crisp inbox.
The widget is known as the dialer in Aircall's world. The dialer will need it to be open before the calls start to make it work and see incoming call ring in Crisp. You can open the dialer from the right sidebar and minimize it so it doesn't annoy your agents that can still handle other conversations. You can also resize the modal by clicking on the edges of the modal.
How does the integration work?
The list below describes the features included in the Aircall <> Crisp Integration, you can find more information on the integration listing.
When a call is received on Aircall, a conversation will be created in Crisp to notify the operators. If there is an existing Aircall conversation, new calls will land in the same conversation.
Call started and Call ended events will be logged in the conversation.
Voice mail recordings will be logged in Crisp.
Notes left on an call within the Aircall app will be logged into Crisp as a note too.
Tags left in Aircall will be added as Segments in Crisp.
Contacts will be synced from Aircall to Crisp and vice versa.
Initiate and receive calls directly from the Crisp Inbox.
Open a Crisp conversation directly from Aircall call.
Connecting Aircall
Through this guide, you'll get everything you need to get your Aircall account connected to Crisp. You don't have an account on Aircall? Get in touch with us so you can benefit from our incredible partnership offer.
How to install the Aircall integration?
To enable this integration, you need to be using the Unlimited plan.
To centralize all your channels into Crisp, you still need to connect your phone system, which now possible thanks to Aircall. Before going through, make sure you're on the Unlimited plan and that you are an Admin in your inbox.
Once you're ready, follow the simple steps below:
Log in the Crisp dashboard.
Go to the plugins section in the left sidebar.
Search for "Aircall" in the search bar at the top center of your screen and click on "view details".
Click on the "install" button
Click on the "Connect to Aircall" button
Fill in your Aircall credentials if not connected already
Once you're logged in Aircall, you have two choices:
Create a phone number straight in Aircall
or
Port an existing phone number to your Aircall account
How to create a phone number on Aircall?
Now that the app is installed on Crisp and connected to Aircall, here is how you can create a phone number on Aircall.
Click on "Create a Number"
Click on "Create Classic Number"
Choose the geographical location you want your number to have
Name your phone number
Add agents to this phone number (Optional)
Click on "Create Number"
Congrats 🎉 Your phone number has been created, you can now set it up.
How to connect Aircall with Crisp?
Once you have created a phone number or ported a phone number to your Aircall account, go to your phone number settings and click on "integrations".
The agents on your team can use the same phone line simultaneously!
Once you've added the integration to your phone number, you're good to go. You can now go back to your Crisp inbox and look for the Aircall widget in the right sidebar of each conversation.
How to answer phone calls from Crisp?
Thanks to Crisp <> Aircall integration, you can start to answer phone calls from Crisp and build a true multichannel inbox. To do so, you'll need to have the Aircall widget open in your Crisp inbox.
The widget is known as the dialer in Aircall's world. The dialer will need it to be open before the calls start to make it work and see incoming call ring in Crisp. You can open the dialer from the right sidebar and minimize it so it doesn't annoy your agents that can still handle other conversations. You can also resize the modal by clicking on the edges of the modal.
Updated on: 22/12/2022
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