This guide will walk you through how to connect your Aircall account so you can make and manage calls directly from the portal.

Once connected, you will be able to:

• Start calls from the Leads board

• Call directly from inside a lead

• View call recordings, notes, and summaries in the messaging section

Before You Start

Make sure you have:

• An active Aircall account

• Access to the Aircall dashboard

• Admin access to your broker portal settings

1. Access Your Profile and Settings

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1. Click your profile icon located in the top right corner of the portal.

2. Select Settings.

2. Enter Your Aircall Account Name

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1. Locate the Call Configuration section.

2. Enter your Aircall account name.

Your account name is the email address used to register your Aircall account.

3. Access the Aircall Dashboard

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1. Log in to your Aircall Dashboard.

2. Locate the list of phone numbers associated with your account.

4. Generate a New API Key

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1. From the left menu, click Integrations & API.

2. On the right side, select Generate API Key.

5. Name Your API Key

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When generating the key, use a clear naming convention such as:

First Name + Business Name

Example:
John – ABC Finance

Click Generate to create the API credentials.

6. Copy the App ID and Token

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Aircall will generate two credentials:

• App ID

• API Token

Steps:

1. Copy the App ID.

2. Return to the Broker Portal and paste it into the appropriate field.

3. Go back to the Aircall dashboard and copy the API Token.

7. Confirm the Credentials

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1. Paste the API Token into the portal.

2. Return to the Aircall dashboard.

3. Click Confirm to secure the credentials.

8. Copy the Webhook URL

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Each business has a unique webhook URL.

1. Obtain the webhook URL provided for your business.

2. Copy the webhook before returning to the Aircall dashboard.

9. Create a Webhook Installation

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1. In the Aircall dashboard, navigate back to Integrations & API.

2. Locate the Webhook section.

3. Click Create a new webhook installation.

10. Install the Webhook

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1. Enter a Webhook name (e.g., First Name + Business Name).

2. Paste the Webhook URL.

3. Ensure all webhook options are enabled.

4. Click Add Webhook.

11. Finish the Integration

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Click Finish to complete the setup.

Your Aircall integration is now successfully connected.

What's new: Aircall contacts are created and updated for you

Once Aircall is connected, Effi keeps your Aircall contacts in sync with your leads. You don't have to add clients to Aircall yourself, and incoming calls show who's calling.

How it works

• New leads: when an applicant or lead is created in Effi, a matching contact is created in Aircall automatically.
• Updates: when you change the applicant's name, mobile number or email in Effi, the Aircall contact updates too.
• Company name: the contact's company field shows the assigned broker.
• Same client, more than one broker: if the same client is a lead with more than one broker, all the broker names appear on the Aircall contact in alphabetical order.
• Existing leads: leads created before this update may not have an Aircall contact yet. If one of those clients calls, Effi still creates the contact at that point.

Do I need to turn anything on?

No. Contact sync starts automatically once your Aircall integration is connected.

Bringing across your existing leads

If you've just connected Aircall and want contacts created for all your existing leads, contact support@effi.com.au. We can run a one-off sync for your business.

Making Calls from the Portal

Once connected, you can trigger calls in two ways.

Option 1: Call from the Leads Board

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1. Go to Leads.

2. Find the lead you want to contact.

3. Click the Phone icon to start the call.

Option 2: Call from Inside a Lead

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1. Open the Lead profile.

2. Navigate to Messaging.

3. Click the drop-down menu.

4. Select Start Phone Call.

Using the Aircall Dial Pad

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When a call starts:

• The Aircall dial pad will appear.

• You can dial numbers or start the call directly from the lead.

After the Call

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After ending the call, you can:

• Add call notes

• View the call recording

• See the call summary

All call activity will be stored in the Messaging section of the lead.

Need Help?

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If you run into any issues while connecting your Aircall account, don’t worry! You can reach our support team at support@effi.com.au, and we’ll guide you through the setup to get you up and running quickly.