21.07.2023

HubSpot Aircall integration: 6 automation examples

11 min read

Taryn

In this blog post, we will explore the powerful integration between HubSpot and Aircall, focusing on how it optimises workflows and leverages Aircall tags. 

Having a robust telecoms platform that integrates with a CRM system is essential for modern businesses. It allows them to optimise their communication channels and streamline data management, ultimately improving their overall CRM strategy.

Aircall is a cloud-based phone system designed to meet the communication needs of modern businesses. It offers a robust set of features, including call routing, call recording, voicemail, and analytics, to streamline customer interactions. With Aircall, businesses can create personalised phone numbers, handle calls from anywhere, and gain valuable insights into their phone communications.

HubSpot, on the other hand, is a powerful customer relationship management (CRM) platform that enables businesses to manage their sales, marketing, and customer service activities efficiently. It provides a comprehensive suite of tools and features to streamline workflows, automate tasks, and track customer interactions.

The integration between HubSpot and Aircall brings together the best of both platforms, offering businesses a seamless communication and CRM solution.

By connecting Aircall with HubSpot, businesses can sync call data directly into their CRM system, allowing for a centralised view of customer interactions. This integration enables sales and support teams to access relevant call information, such as call recordings and call notes, directly within the HubSpot interface.

Aircall tags can be automatically applied to calls based on predefined criteria, such as call duration or call outcome. These tags provide valuable context and enable businesses to segment and analyse their call data more effectively, right in the CRM.

With this integration, businesses can streamline their lead nurturing process, identify trends, and make data-driven decisions to improve their overall customer experience.

What is Aircall?

Aircall is a powerful cloud-based phone system that is transforming communication for businesses of all sizes. By seamlessly integrating with various tools and platforms, Aircall empowers teams to optimise workflows and deliver exceptional customer experiences.

With Aircall, businesses gain access to a comprehensive suite of call management features. These features include call routing, call forwarding, and call transfer, enabling organisations to efficiently handle incoming calls and ensure they reach the right person or department.

By implementing intelligent call routing, businesses can reduce wait times, enhance call resolution, and improve overall customer satisfaction.

In addition to efficient call management, Aircall offers robust analytics and reporting capabilities. These features provide valuable insights into call activities, allowing businesses to track call metrics such as call duration, call volume, and wait times.

Armed with these insights, organisations can measure their communication performance and identify areas for improvement. 

One of the key strengths of Aircall is its extensive range of integrations. Aircall seamlessly integrates with leading customer relationship management (CRM) systems, such as HubSpot CRM, providing businesses with a unified view of customer interactions and the ability to automate workflows based on call results.

The HubSpot Aircall Integration enables teams to leverage the power of both platforms, combining Aircall's telephony capabilities with HubSpot's robust CRM functionalities.

In the upcoming section, we will explore the benefits of the HubSpot Aircall integration. 

The benefits of HubSpot Aircall integration

Integrating Aircall into your business operations brings a multitude of benefits. Let's take a closer look:

Streamline communication

Integrating Aircall with HubSpot CRM allows businesses to streamline communication and enhance workflow optimisation efforts. With the integration, call data is automatically logged, eliminating the need for manual data entry. Teams can access call recordings, notes, and outcomes directly within the HubSpot CRM interface, facilitating seamless communication and efficient collaboration.

Centralise data

By integrating Aircall with HubSpot CRM, businesses can centralise their customer communication data. Call data, including call recordings, notes, and Aircall tags, is automatically synced with HubSpot CRM, providing teams with a comprehensive view of customer interactions.

This centralised data repository enables sales, marketing, and customer service teams to access and utilise valuable information to inform their strategies, personalise customer interactions, and improve the overall customer experience.

Improve team efficiency

The integration between Aircall and HubSpot CRM enhances team efficiency by enabling automated workflows and streamlined processes. Aircall tags play a vital role in this aspect. Calls can be automatically tagged based on predefined criteria such as call types, outcomes, or specific campaigns.

These tags provide valuable context and enable businesses to segment and analyse call data more effectively, right within the CRM. Teams can leverage Aircall tags to track and measure call performance, identify trends, and optimise sales and support processes, resulting in improved team efficiency and productivity.

By leveraging the integration of Aircall with HubSpot CRM, businesses can streamline communication, centralise data, and improve team efficiency. This comprehensive solution empowers teams to optimise their workflows, make data-driven decisions, and deliver exceptional customer experiences.

In the next section, we will examine ten specific workflows where the HubSpot Aircall integration can be a game-changer for businesses seeking to streamline their operations and drive tangible results.

Use these 6 Aircall workflow examples to optimise your efficiency

In today's fast-paced business environment, optimising workflows is essential for maximising productivity and efficiency. With its advanced features and seamless integration, Aircall offers a range of possibilities to streamline and improve various aspects of your organisation's operations.

In this section, we will explore six effective workflows that leverage the capabilities of Aircall to optimise your team's performance and drive success. Let's dive in and discover how Aircall can revolutionise your workflow management:

 

Workflow 1: Involves using the call outcome (such as "Left voicemail," "Busy," or "No answer") as a trigger to automatically create a task for reconnecting with the contact.

 

In Workflow 2: A notification is sent to a designated person, such as the Key Account Manager (KAM) associated with a particular contact or company, whenever there is a call to or from a specific client, ensuring they have key information at their fingertips to more effectively service the client.

 

Workflow 3: Workflow 3: The third workflow centres around creating a ticket based on a specific call outcome related to a service. Tags are used to assign certain properties to the ticket, allowing for effective management and organisation, as well as proactive issue resolution.

 

Workflow 4 - Based on a certain outcome of a call such as “Busy” or “Voicemail” an alternative mode of communication can be triggered such as an email being sent out or an sms to be sent out to that contact. It could even be used with the Whatsapp integration where such a trigger can be used to send out a pre-approved Whatsapp template message.

There are so many possibilities here and you can even leverage the HubSpot integration with Outlook/Gmail to send a meeting link for the prospect/client to book a meeting at a time that suits them best.

 

Workflow 5 - Using the specific tags that were associated with a call as triggers for other automatic actions such as a followup Whatsapp/email/SMS containing more information or even to confirm a follow up. 

 

Workflow 6 - Either tags or the call outcome can also be used as a trigger to send out surveys from Hubspot to that contact, these include custom surveys, NPS surveys as well as customer satisfaction surveys.

 

By implementing these powerful workflows, you can harness the full potential of Aircall to optimise your team's performance and drive success.

From creating tasks based on call outcomes to notifying key account managers, generating tickets, enabling alternative modes of connection, and automating surveys, Aircall revolutionises your workflow management and empowers your organisation to thrive in today's competitive business landscape. 

Leverage the HubSpot Aircall integration with a HubSpot partner

When it comes to integrating Aircall workflows with your CRM system, such as HubSpot, partnering with an HubSpot partner like Huble can greatly enhance the implementation process and maximise the benefits for your business.

Working with a HubSpot partner offers several advantages. First and foremost, they have in-depth knowledge of both Aircall and HubSpot, enabling them to understand your unique business requirements and recommend the most suitable Aircall workflows that align with your CRM strategy.

Our team at Huble can help you navigate the integration complexities, configure the workflows according to your specific goals, and provide valuable insights and best practices to optimise your workflows for maximum efficiency.

Additionally, a HubSpot partner can provide dedicated support and guidance throughout the onboarding process. At Huble, we can assist you in setting up and customising the Aircall workflows, ensuring smooth data synchronisation between Aircall and HubSpot, and providing training to your team on how to leverage the integrated solution effectively.

Huble brings a wealth of expertise in HubSpot CRM and extensive knowledge of HubSpot Aircall integrations, ensuring a seamless and effective integration tailored to your specific needs.

To sum it up

Aircall is a game-changer in the realm of cloud-based phone systems. Its powerful call management features, robust analytics capabilities, and seamless integrations make it an ideal choice for businesses seeking to optimise workflows and enhance communication processes. 

By leveraging the HubSpot Aircall Integration, businesses can unlock the full potential of both platforms, driving better results and increasing productivity. To take full advantage of this integration, consider investing in HubSpot CRM and Aircall Onboarding, which will help your team seamlessly integrate Aircall into your existing processes and maximise the benefits of the HubSpot Aircall Integration.

By capitalising on this integration and investing in HubSpot CRM and AirCall, your business can take a leap forward in delivering exceptional customer experiences and achieving your growth goals.

Contact our team today to find out how Huble can help you with your HubSpot CRM onboarding.

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Book a demo with our team today.

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