Aircall: connect your cloud telephony to a custom CRM

What is Aircall and why connect it to a CRM?

Aircall is a cloud-based business telephony solution designed for sales and support teams. It allows you to make and receive calls from a browser or app without heavy hardware.

On its own, cloud telephony remains just an enhanced phone. Connected to a CRM, it becomes part of your sales chain: every call enriches the customer record and feeds your metrics.

• Centralized call log in the contact record
• Direct dialing from the CRM (click-to-call)
• Automatic routing of incoming calls with caller identification
• Single contact database, avoiding duplicates

What do you gain concretely with the integration?

The main benefit is eliminating manual re-entry. Sales reps no longer manually copy call results: they are tracked, timestamped and linked to the right file.

This traceability also serves management: call volume, answer rate, handling time. This data becomes actionable for team performance and training.

• Complete exchange history by customer
• Recordings accessible directly in the file
• Task or follow-up triggers after a call
• Activity statistics by agent or campaign

Standard connector or custom integration?

Off-the-shelf connectors cover basic needs but impose their logic. As soon as your processes go beyond standard use, they show their limits.

An API integration in a custom CRM lets you match each call to YOUR way of working: statuses, stages, specific business fields. This is the approach JD Solutions favors, with over 100 modules and adaptable automations.

• Precise field mapping between Aircall and CRM
• Automations triggered by your business rules
• Dashboards aligned with your actual metrics
• Scalability at your growth pace

What use for energy renovation businesses?

In energy renovation, the phone remains central: lead qualification, appointment scheduling, energy saving certificate (CEE) file tracking. Each call must attach to the right file and the right stage.

A specialized CRM can link the call to a geolocated appointment and energy assistance progress, ensuring nothing is lost between prospecting and installation.

• Link the call to the active CEE file
• Geolocated appointment scheduling after phone qualification
• Automatic follow-ups based on file status

Go further

To learn more about integrating your telephony and customer data:

• our custom online CRM — Integrate your telephony via API in a CRM built for your processes.
• Energy Renovation CRM — Link your calls to CEE files and geolocated appointments.