Aircall’s ActiveCampaign integration enables you to leverage call data, review customer interactions at scale, personalize conversations, and enhance the overall customer experience. You can also place calls directly from ActiveCampaign using Click-to-Dial.
This article provides an overview of how to use Aircall with ActiveCampaign. For configuration instructions, please refer to the relevant setup article.
IMPORTANT: The ActiveCampaign integration currently only supports E.164 international phone number formatting. To ensure call logging and Insight Cards function correctly, make sure all Contact phone numbers are saved in this format.
ActiveCampaign also provides an automation recipe that allows you to convert Contact phone numbers to E.164 international formatting in bulk using Google Sheets.
Contact creation
When you receive a call from an unknown number, Aircall automatically creates a new Contact record in ActiveCampaign with the phone number attached.
After the call ends, sales representatives can update the Contact record with additional details such as:
- Name
- Email address
- Account information
This ensures that future interactions are properly associated with a fully completed Contact profile.
Call logging
After each inbound or outbound call, detailed call information is logged to an Aircall custom object within the Contact record.
The following data is captured:
- Call date
- Time
- Aircall agent name
- Direction
- Disposition
- Comments
- Aircall phone number name
- Aircall phone number digits
- Tags
- Recording link
- Duration
- Aircall agent email
- Missed call reason
- Waiting time
- Agent transfer details
To view additional details such as tags and comments:
Steps:
- Open the relevant Contact record in ActiveCampaign.
- Navigate to the Aircall custom object.
- Click the three dots to the right of a logged call.
- Select the option to open and view the full call details.
Why calls are logged to a custom object
Storing call data in an Aircall custom object provides several advantages:
- Dedicated call history view: Aircall data is stored in a dedicated tab within the ActiveCampaign Contact record.
- Complete historical data: Information is not overwritten, unlike custom fields on standard objects.
- Actionable data: Any data stored in the Aircall custom object can be used within ActiveCampaign Automations.
For example:
- A missed call can trigger an automated follow-up email to the customer.
- A completed call can trigger a notification to a sales manager.
Insight Card
When making or receiving a call, an Insight Card appears in Aircall. This card displays:
- Contact name
- Email address
- Account name
- A direct link to the ActiveCampaign Contact record
If the number is not yet associated with a completed Contact profile, the Insight Card will display the phone number you are calling or receiving the call from.
NOTE: When a Contact is first created in ActiveCampaign, the name, email, and account fields must be manually updated. If these fields are not completed, the Insight Card will display placeholder information.
IMPORTANT: The ActiveCampaign integration only supports E.164 international formatting. To ensure call logging and Insight Cards work properly, verify that all Contact phone numbers are saved in this format.