Aircall Salesforce integrationCall from Salesforce and keep every conversation on the record
Aircall has a native Salesforce integration that logs calls, comments, tags and recordings. We set it up and extend it with the Aircall and Salesforce APIs, so calls sit in a call activity object next to the rest of the record, new callers become leads, and call data feeds your reports.
- Native Aircall integration set up, then extended
- Calls saved with notes, tags and the recording on the right record
- Aircall call data in Salesforce reports
900+ integrations completed · Salesforce partner · We sign BAAs
- • Inbound and outbound calls
- • Comments and tags
- • Recording
- • New caller
- • Click-to-dial
- • Record details
Call data that stays in Aircall
When Aircall and Salesforce are not working together, reps switch screens to see who is calling and log calls by hand. Call outcomes do not reach reports, and past calls stay in Aircall when you need them on the record.
What it does
What the Aircall Salesforce integration handles
Native integration, extended
We set up the Aircall integration for Salesforce, then build what your process needs beyond it.
Calls inside Salesforce
Reps make and take calls in Salesforce, with caller details from the record shown as the phone rings.
Calls to a call activity object
Aircall saves call data in its own object. We bring it into a custom call activity object, so long notes, AI call summaries and transcripts fit next to texts and emails. Salesforce Tasks cannot hold that much text.
Comments, tags and recordings
Aircall comments, tags and the recording saved on the call, on the right lead, contact or opportunity.
Leads from new callers
A call from an unknown number can create a lead, with your source and owner rules applied.
Missed-call follow-up
A missed call can create a follow-up for the lead owner, so the callback has an owner.
Texting
Texts sent from the record through our Send SMS widget, wired to the texting your Aircall plan or SMS platform provides, with the Approved to SMS opt-in checked first.
Past calls brought over
Your Aircall call history exported and matched to Salesforce records, so the record shows calls from before go-live.
Call reporting
Calls by rep, tag, outcome and source in Salesforce reports and dashboards.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect Aircall to Salesforce.
AimingData that flows
Aircall Salesforce integration: both directions, field by field
- Inbound and outbound callsSaved to the call activity object on the right record
- Comments and tagsFields on the call for reporting
- RecordingLinked on the call
- New callerCreated as a lead when your rules allow
- Missed callA follow-up for the owner
- Call historyPast calls matched to records
- Click-to-dialCalls placed from the lead, contact or account
- Record detailsShown to the rep on inbound calls
See your own Aircall + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
Aircall Salesforce integration: the hard parts, already solved
Plan requirements
The native integration needs an Aircall Professional plan and Salesforce Enterprise or Unlimited. Where it is not available, we build the connection through the APIs.
Same caller, different formats
Numbers are normalized before matching, so one caller stays one record.
Shared numbers
Calls on shared Aircall numbers are logged with the agent who answered.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the Aircall Salesforce integration goes live
- 1
Book a free call
We look at how calls come in today, who answers them and what your team needs to see on the record.
- 2
Mapping
Which records calls match or create, which fields carry over, and where calls, notes and recordings are logged, agreed first.
- 3
Set up and test
The native app set up, the extensions built, and everything tested with real calls before your team relies on it.
- 4
Go live
Running in the background, with support if your numbers, queues or process change.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the Aircall Salesforce integration is for
- Teams using Aircall for phones and Salesforce for leads and accounts
- Sales and support teams that call from Salesforce
- Managers who need Aircall call data in Salesforce reports
Aircall Salesforce integration FAQ
Does Aircall connect to Salesforce out of the box?
Yes. Aircall has a native Salesforce integration for Lightning and Classic. It needs an Aircall Professional plan and Salesforce Enterprise or Unlimited. We set it up and build what it does not cover.
Where do the calls go in Salesforce?
Into a custom call activity object, so long notes, AI call summaries and transcripts fit. Tasks and Events cannot hold long text.
Can our past Aircall calls come over?
Yes. We have exported full Aircall call history, all columns and all time, and that history can be matched to Salesforce records.
Can new callers become leads?
Yes. A call from an unknown number can create a lead, with your source and owner rules applied.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.