Notes
- Who Can Integrate: Any CallHippo user with Owner/Admin access.
- Permissions/Rights Needed: Admin permissions are required on both CallHippo and Airtable accounts.
- Time to Sync Data: Data synchronization is real-time for activities once the integration is set up.
- Pre-requisites: Ensure you have an existing workspace in Airtable.
Modules Included in the Integration
- Sales CRM -> Contacts
(Note: Callhippo activities are only passed in "Sales CRM" app only)
Steps to follow while integrating Airtable with CallHippo
Step - 1. Access your CallHippo account and Go to the Integrations tab.
Step - 2. Connect Airtable: Search for Airtable in the integrations list.
Step - 3. Click on the Connect button. A pop-up will appear. Click on the Connect Now button.
Step - 5. You will be redirected to the Airtable login page. Enter your credentials and log in.
Step - 6. First add base and then Grant access to your Airtable workspace by clicking on the Grant Access button.
For adding base there are 3 options.
1. All workspaces of current and future.
2. All current and future bases of any workspace.
3. Directly select from the created bases.
Step - 7. After granting access, you will be redirected back to the CallHippo integration page. The status will show as “Integrated,” confirming that Airtable is successfully integrated with CallHippo.
Step - 8. Log in to your Airtable account. Navigate to the Sales workspace where the CallHippoActivities table will be created automatically.
Activity Passed on Integration
Contacts Syncing: Contacts from your Airtable account will sync to CallHippo.
Call Activity: Call activity logs for any calls made or received from Airtable contacts will be available in the CallHippoActivities table in Airtable.
- Call Type : Outgoing Call
- Call To : +1563245879
- Call From : +1123456789
- Called By : Jane Doe
- Call Status : Completed
- Call Duration : 00:10
- Call Started Time : 2024-08-13T12:02:37+00:00
SMS Activity: SMS activity logs for any SMS sent or received from Airtable contacts will also be recorded in the CallHippoActivities table in Airtable.
- SMS send from : +12536457898
- SMS sent to : +1123456789
- SMS Send by : Jay Kumar
- Content : Hello, How are you doing ?
Click-to-Call/SMS:
Initiate calls directly from Airtable by clicking on the Click-to-Call icon. Calls will be made through the CallHippo Dialer.
Install the extension from the Chrome Web Store: [CallHippo Virtual Phone System]: Click here
FAQ of Click to Call Extension: Click here