Pipeline CRM

    Aircall

    Connect Aircall so your calls and voice messages are logged as activities on the right people and companies — no manual entry.

    Before you start:

    • Admin permissions in both Pipeline CRM and Aircall
    • Be signed in to your Aircall account

    Step 1: Add your work number (every user)

    Pipeline CRM uses this number to match each call to the right user.

    1. Click your profile icon in the top right and select My Profile.
    2. On the General tab, enter your Aircall number in Work number.
    3. Click Save changes.

    Step 2: Install Aircall (admin)

    1. Click Settings in the lower-left corner.
    2. Go to Other > App Store.
    3. Find Aircall and click Aircall Service tab.
    4. Click Connect.

    Step 3: Authorize Aircall and add your numbers (admin)

    1. Click Authorize to let Pipeline CRM access your Aircall data.
    2. Click Add Numbers.
    3. Select the Aircall numbers you want to connect to Pipeline CRM.
    4. Click Confirm.
    5. Click Add Numbers again to finish. Aircall sends you back to Pipeline CRM.
    6. Click Test Connection.
    7. Click Save changes.

    Step 4: Choose an activity category for each call type (admin)

    1. Select the Settings tab in the Aircall integration.
    2. Choose an activity category for each call type:
    • Completed incoming calls
    • Completed outgoing calls
    • Missed incoming calls
    • Missed outgoing calls
    • Voice messages (incoming)
    • Voice messages left (outgoing)
    1. Click Save changes.

    One "Phone Call" category for every type works fine. For more detailed reporting, create separate activity categories first.

    Step 5: Turn on the integration (admin)

    Turn on the Enable toggle in the top-right corner of the Aircall settings. You can also turn it on from the Aircall tile in the App Store.

    What gets logged

    Once Aircall is on, Pipeline CRM logs these as activities on the matching person or company:

    • Completed calls (incoming and outgoing)
    • Missed calls (incoming and outgoing)
    • Voice messages (incoming)

    Aircall doesn't support texting in Pipeline CRM. To text from Pipeline CRM, see Send SMS from Pipeline CRM for the dialers that do.

    Need help? Contact support at customercare@pipelinecrm.com.