Salesforce Aircall

Salesforce + Aircall Integrations

Put Salesforce + Aircall to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Salesforce and Aircall below — describe the exact one you want above and the Agent builds it on demand.

Salesforce + Aircall When an AI voice agent generates a call summary in Aircall, sync the summary to Salesforce.
Send text messages to newly created leads When a new lead is created in Salesforce, automatically send a welcome SMS via Aircall to establish immediate contact. See details
Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Aircall, automatically log the activity on the contact's record in Salesforce. See details
Dispatch text confirmations on won deals When a deal is won in Salesforce, send an automated SMS via Aircall to confirm details with the client. See details

Browse the full workflow library →

Looking to achieve something else with Salesforce and Aircall?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Salesforce and Aircall

Everything Salesforce and Aircall can do inside a workflow — the triggers that start one and the actions that run when it fires.

Salesforce Explore Salesforce →

Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.

Triggers
New Case Attachment

Triggers when a new Attachment is added to a case.

New Contact

Triggers when a new Contact is created.

New Field History Tracking Event

Triggers when a field is updated on the object specified. It will output the old and new field values.

New or Updated File on Record

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New Lead

Triggers when a new Lead is created.

New Outbound Message

Triggers when a new outbound message is received in Salesforce.

Actions
Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add File to Record

Adds an existing file to an existing Record.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Call Apex REST

Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.

Convert Lead to Contact

Adds an existing contact to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

Aircall Explore Aircall →

Aircall is a cloud-based phone system and call center software integrated with sales and support tools for business communication.

Triggers
Call Action Item Created

Triggers when a call action item is created.

AI Insights Created

Triggers when AI Insights of a call including call summary and key topics of the converstation are created.

AI Voice Agent Ended

Triggers when an AI virtual agent ends a call.

AI Voice Agent Escalated

Triggers when a call handled by AI Voice Agent has been escalated or transferred to a human agent.

AI Voice Agent Started

Triggers when an AI virtual agent starts handling a call.

AI Voice Agent Summary

Triggers when a call handled by AI Voice Agent is completed and the agent successfully collected answers to intake questions configured on the agent (e.g., 'What is your full name?', 'What is your email address?').

Actions
Add Comment to Call

Adds a comment (note) to a specific call. A call can have a maximum of 5 comments.

Add Tags to Call

Adds one or more tags to a specific call.

Add User to a Team

Add User to a Team in Aircall account.

Archive Call

Archives a missed call, marking it as done and removing it from the To-do view.

Click to Dial

Dial a phone number in the Phone

Create Contact

Creates a new shared contact in Aircall. At least one phone number is required.

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Customer Stories

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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

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FAQ

Common questions about Salesforce + Aircall

Is there a pre-built Salesforce + Aircall automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Salesforce and Aircall's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Salesforce or Aircall connector?

No. The Agent works whether or not Salesforce or Aircall already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Salesforce and Aircall help track phone communications?

Inbound calls, text messages, and missed calls handled in Aircall can automatically log activities or update lead profiles directly inside Salesforce.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Salesforce can prompt Aircall to send an automated SMS confirmation or message to the client.

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