Ideas to put to work
Every client call connected to the account, so nobody waits for a call back.
Call activity on the CRM record
Sofia searches calls for each client and, with your approval, logs a note on the HubSpot company so the account history includes every call.
Contacts matched to the CRM
Sofia compares Aircall contacts with Pipedrive people and, with your approval, creates or updates contacts so callers are recognized.
Callers waiting for a call back
Sofia searches recent calls and lists callers who haven't had a call back, so no client or prospect is left waiting.
Calls tagged by client
Sofia tags calls and contacts by client and topic, so you can see where the team's phone time goes.
What Sofia can do with Aircall
Sofia reads and keeps current
- Calls
- Contacts
- Phone numbers
- Teams
- Users
- Tags
Sofia does, with your approval where you want it
- Search calls
- Search contacts
- Create or update a contact
- Tag a call or contact
- Check user availability
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- HubSpotCRM and marketing platform for growing businesses
- PipedriveSales CRM built around the deal pipeline
ZoomVideo meetings and webinars- FirefliesAI notetaker that records and transcribes meetings
- GongRecords and analyzes sales calls
- GranolaAI meeting notes app
- RingCentralCloud phone system, video and messaging
- AvomaAI meeting assistant and conversation intelligence
Connect Sofia to your Aircall calls
Score your firm in three minutes, or talk to our team.