Aircall manages your telephony infrastructure while Planhat provides the customer context required for commercial action. By syncing call logs and transcripts directly into customer profiles, teams transform verbal conversations into a verified audit trail that drives follow-through and protects recurring revenue. This connection ensures that call recordings and metadata are instantly visible alongside account data in your system of action.

Unlock the power of Aircall with planhat

Improve net revenue retention

Defend recurring revenue by detecting sentiment shifts within call transcripts. Layering AI on top of Aircall data enables teams to execute earlier intervention the moment adoption friction is verbalized or churn risks are identified.

Shorten time to value

Compress implementation timelines by providing success teams with immediate access to pre-sale discovery recordings. Automatically logging call outcomes ensures implementation cohorts start with verified context rather than manual discovery handovers.

Increase process governance

Standardize communication history by automating record creation for every finished call. Using phone-number matching ensures interactions land on the correct End User and Company profiles without manual data entry or duplicate record creation.

Improve commercial predictability

Anchor engagement metrics in objective telephony history rather than anecdotal summaries. Centralizing call metadata alongside revenue data provides leadership with a reliable view of expansion potential based on verified engagement levels across the portfolio.

Seamlessly integrate Planhat & Aircall

Seamlessly integrate Planhat & Aircall

Seamlessly integrate Planhat & Aircall

how it works

Flow & configuration

01

01 - CONNECTED

Establishment of the Aircall Advanced connection

Authorized administrators initiate the setup by creating a Custom Automation within the Planhat App Center. This "light" integration model establishes a connection to the Aircall API using a secure token, allowing Planhat to communicate directly with your telephony instance.

02

01 - CONNECTED

Configuration of event-based webhooks

The integration relies on Aircall webhooks to push data to Planhat as soon as telephony events occur. While legacy versions utilized a single "call ended" event, the advanced integration listens for multiple signals including "call.created" and "transcription.created" to ensure a continuous data flow.

03

01 - CONNECTED

Identification through phone number matching

Planhat identifies the correct customer record by matching the Aircall phone number to an existing End User in the platform. Operations teams should note that paging through exceptionally large End User datasets for phone lookups can occasionally cause sync timeouts during the matching process.

04

01 - CONNECTED

Activation of click-to-call functionality

The integration supports an outbound flow where clicking the phone icon on any valid Planhat phone field opens the Aircall app automatically. This allows team members to place calls directly from the customer operating layer while preserving the link to the active record for immediate logging.

05

01 - CONNECTED

Operationalizing transcripts for follow-through

Once a call is logged, it is stored as a Conversation (Logged Activity) containing the timestamp, duration, and a recording link. The advanced integration also syncs raw transcripts into a dedicated field, making the reasoning from the call available for internal review or downstream AI-driven analysis.

FAQ

FAQ

How quickly can we set up the Planhat–Aircall integration, and does it require engineering resources?

What Aircall data does Planhat capture, and how does it enrich the timeline?

How does the Aircall integration help teams act on call insights?

How does Planhat ensure Aircall communication data remains secure and private?

How does Aircall call activity drive revenue intelligence in Planhat?