Retrieve your API Key
Sign into your Aircall account, go to the Company page and select the API Keys tab. Once there, click on + Add an API key
where you will find your API ID and Token.
Make sure both your ID and Token are copy pasted somewhere safe so you don't lose them for later use.
Navigate back to your noCRM.io account, go to the Admin Panel and select our Aircall integration.
Paste your API ID and token in their respective fields and click Connect my aircall account.
Call Your Leads and Prospects From noCRM.io
Download and install Aircall desktop app.
Enter your Aircall credentials and choose your number.
Set Aircall as your default click-to-dial system.
Make sure the phone number is plugged in the right default field.
When you create a Phone, Mobile or a Telephone lead field, select "Phone"or "Mobile" as the Field type in the Admin Panel > Default fields.
You're now ready to make your first call!
Launch Aircall's softphone first. This ensures that when you dial a lead, their phone number will be automatically plugged in.
Click on the phone icon on any lead with a phone number in noCRM.io, save your browser preferences to always open Aircall in future.
⚠️ Note: Do not use Aircall's Chrome Extension to make calls. noCRM will not be able to retrieve the call recording then
Once you complete your calls, the recordings are automatically logged after a couple of minutes with the duration, number and audio recording.
You may then edit that activity to select the outcome and enter your notes.
The integration is also available to use on prospecting lists. Right-click on the cell that contains the phone number and launch the call using Aircall.
Receive Calls Directly on noCRM.io
Receive inbound calls from an unknown number
If there are no matches in your leads for the phone number of the incoming call, you may choose to create a new lead for the contact.
Once you create the lead and complete the call, noCRM will automatically retrieve the call recording and attach it to the lead's summary section.
Receive inbound calls from a known number
If there is a match(es) in your leads for the phone number of the incoming call, you may:
1) Click on the 'Open the Lead' button or click directly on the lead you want to open from the list of available options.
2) Create a new lead
Once the first step is done, you can jot down your notes in the highlighted comment box.
Following the completion of the call, noCRM will automatically retrieve the call recording and attach it to the lead's summary section.
Watch how to connect noCRM to Aircall and start calling leads and prospects