Go to your Pipeline

Pipeline CRM Help Center

Search for any help questions or topics.

Aircall Integration

Avatar
Maria Herrell
Updated 1 week ago
Aircall is a cloud-based phone system built for sales teams. By connecting it to Pipeline CRM, your calls are automatically tracked as activities—no more manual data entry.

Before You Start
  • You need Admin permissions on both Pipeline CRM and Aircall
  • All Pipeline users must have their phone numbers entered in their profile
  • Be logged into your Aircall account before starting setup
Step 1: Update Your Phone Number in Pipeline CRM
Each user must add their Aircall phone number to their Pipeline profile:
  1. Go to Profile > My Profile > Phone Number.
  2. Enter the phone number you use in Aircall.
  3. Click Save changes.

Step 2: Install the Aircall Integration
  1. Go to Settings > Other > App Store.
  2. Scroll to Aircall and click Install.
  3. Select the Aircall API Service tab and click Connect.

Step 3: Authorize and Configure Aircall
  1. Click Authorize to allow Pipeline CRM to access your Aircall data.
  2. Click Add Numbers.
  3. Select the phone number you want to map to Pipeline CRM.
  4. Click Confirm, then click Add Numbers again.
  5. Once redirected back to Pipeline CRM, click Test Connection to verify.
  6. Click Save changes.
Step 4: Map Activity Categories
  1. Go to the Settings tab in the Aircall integration.
  2. Use the dropdowns to assign 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)
  3. Click Save changes.
💡 Tip: You can use one "Phone Call" category for all call types, or create separate categories for better reporting.


Step 5: Enable the Integration
  1. When you're finished configuring, click Back to App Store.
  2. The Aircall integration will now be highlighted and active.

What Gets Logged
Once enabled, Pipeline CRM automatically logs these activities on matching People or Companies:
  • Completed calls (incoming and outgoing)
  • Missed calls (incoming and outgoing)
  • Voice messages (incoming)

Need help? Contact support at [email protected]. 
Did this answer your question?
😞 😐 😃