Use these 5 Aircall workflow examples to optimise your sales strategy

4 minutes read
Sarah - 05.12.2022
Use these 5 Aircall workflows examples to optimise your sales strategy

If you're looking for a way to optimise your sales strategy, look no further than Aircall! The cloud-based telephony platform allows you to manage your sales process more effectively.

From lead generation and qualification to product demos and close... the right tools and processes will help buy back time for your sales team, enabling them to do what they do best... Sell.

Why use Aircall?


HubSpot's App Marketplace

HubSpot's App Marketplace is a vast and ever-growing ecosystem of integrations that serve the needs of customers and partners. One of those apps is Aircall, which makes HubSpot even better by enabling your sales team to perform more efficiently. Together, they offer your sales team a wealth of options for connecting with customers and managing their data. With Aircall, you can make calls directly from HubSpot, access customer data in real-time, track call activity, and automate follow-ups.

The Aircall HubSpot integration makes it easy to improve your sales process from start to finish and ensures that you always have the most up-to-date information at your fingertips. 

So, let's get to it.

5 Essential Aircall-HubSpot Workflows

Assign leads to the Industry-specific sales managers

Using Aircall tagging, you can easily direct leads to the correct industry sales representative. Then, once the call is complete, the BDR can tag the call by industry type and identify if the contact is ready to progress through the sales pipeline. This process allows the lead to automatically funnel to the right sales manager specialising in that industry, ensuring that each lead is correctly handled.

Aircall HubSpot Workflow | Industry Pipeline

Automate the BDR - AE handoff

This BDR - AE Handoff Workflow built in HubSpot automates the handoff of sales-qualified leads (SQLs) to account executives (AEs).
When a lead completes a discovery call, an Aircall tag triggers account executives to review the lead and decide if your team should accept it. The workflow then sends automated emails and nudges individuals to complete tasks, ensuring a smooth follow-through. This process helps to streamline the process and prevent lost leads.

HubSpot Aircall workflow - Automate BDR - AE handoff

Tier 1 account - Ensure alignment between Support & Sales teams 

This workflow is helpful if your organisation offers different support tiers. If a customer has signed up for a Tier 1 Support Package and submits a support query, it may be worth the AE stepping in to offer assistance to both the customer and the support team.

With this system, Tier-1 customers can be confident that your team will solve their problems quickly, and sales teams will always be up-to-date.

In Aircall, you can set up an IVR Line. For example, "press 2 to speak with a member of our support team". When contacts begin that specific workflow route, Aircall assigns a phone number to the IVR line. You can then use this number to trigger HubSpot workflows. 

HubSpot Aircall workflow - Tier 1 account - SupportSales Alignment

Nurture unqualified leads

Does your sales team take inbound or make outbound calls? In the Aircall interface, you can automatically tag calls according to their call outcome. By building an unqualified nurture workflow in HubSpot, contacts can automatically enter the correct email flow.

HubSpot Aircall workflow - Nurture unqualified leads

Follow up with calls that go unanswered

With this HubSpot-Aircall workflow, you can stay on top of follow-ups and make sure no call goes unanswered. When a call outcome is tagged as 'left message' or 'no answer', an automatic task is created to remind the sales rep to follow up with the contact the following day. This way, you can be confident that every lead gets the attention it deserves - and that your sales team is staying on top of their game.

HubSpot Aircall Workflow - Follow up with calls that go unanswered

By leveraging Aircall and HubSpot, you can create workflows that save time and optimise your sales strategy. Now it's your turn to implement these workflows and see what results they produce for your business.

What can Aircall do for you

Streamline call workflows and increase productivity.

The Aircall-HubSpot integration helps your sales team sell better. Spend less time on admin work, and more time enabling your sales team to sell.

Sign Up For Aircall Today