An automated workflow using integromat
Connects Aircall + Clearbit
Display contextual information to your Aircall agents with Clearbit
About this workflow template
This automation scenario allows you to connect Aircall and Clearbit
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Aircall and Clearbit can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Aircall
Watch Calls in Aircall
Watches for events related to calls.
Then these actions happen in Aircall and Aircall
Get a Person or Company in Clearbit
Gets a person and a company simultaneously based on an email address.
Display Insight Cards in Aircall
Displays insight cards in an ongoing call.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Display contextual information to your Aircall agents with Clearbit.
Part I
Configure Applications
First, we need to connect Aircall and Clearbit to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Aircall to Make.com.
Give Make.com access to your Aircall account, using Aircall credentials.
Connect Clearbit to Make.com.
Give Make.com access to your Clearbit account, using Clearbit credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Aircall
Choose the following trigger: Watch Calls (Watches for events related to calls.).
Then set up an Action for Clearbit
Choose this action: Get a Person or Company (Gets a person and a company simultaneously based on an email address.).
Then set up another Action for Aircall
Choose this action: Display Insight Cards (Displays insight cards in an ongoing call.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Aircall and Clearbit.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Display contextual information to your Aircall agents with Clearbit!
Related Automation Templates
Supported triggers and actions
Watch changes
Triggers when a person you are subscribed to is updated.
triggerbyintegromatGet a person
Gets a person by email address.
actionbyintegromatFind person and/or company
Finds a person and their company by their email address. If the person is not found, company information only will be returned (if found).
actionbyzapierGet a person or company
Gets a person and a company simultaneously based on an email address.
actionbyintegromatCompany name to domain
Company name to domain
actionbypipedreamDomain lookup
Domain lookup
actionbypipedream
Get call
Get call
actionbypipedreamDisplay insight cards
Displays insight cards in an ongoing call.
actionbyintegromatArchive a call
Archives a call.
actionbyintegromatComment a call
Adds a comment to a call.
actionbyintegromatintegratelyCreate a contact
Creates a contact.
actionbyintegromatDelete recording
Deletes call recording.
actionbyintegromat
Apps you need
Clearbit
A marketing data platform to reveal and enrich data about your customers to personalize your sales activities
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
