Dial In Your Aircall Sales and Support Workflows Using Glances
Access your Aircall data anywhere, using Glances
Keeping your customer conversations flowing, productive, and well connected are crucial for business, but especially for your sales and support teams that endlessly work to assist clients (and retain them) day in and day out. That’s why it is equally vital to ensure your company has the best-fit phone system, CRM, and SaaS apps to support your internal teams.
At Glances, we’re excited to be a part of the largest ecosystem for voice as a new Aircall integration partner! Operating 100% in the cloud, Aircall is the phone system of choice for over 10,000 customers worldwide. The platform integrates with your CRM and help desk tools to manage customer support and sales engagement. If you already use (or are considering) Aircall for your team, you can simplify your workday with the ability to instantly look up customer phone calls (and make calls – coming soon!) while working anywhere online. All of these features and more are made possible by the Glances no-code integration platform.
As the apps in your SaaS stack grow, Glances empowers you with a single view of your customer insights and personal tasks across multiple apps, in real time. Working on any webpage you visit or within any app you use, Glances helps you and your team eliminate roadblocks and streamline workflows.
Available Aircall views (we call these Glances)
When Aircall is connected with Glances, you can search and view a customer’s list of phone calls within any web app or platform you prefer to work in. Start by entering any contact’s name or email address in the Glances Search tab, or use the Glances Highlight and Search feature to auto-search. From there, any available data related to your contact will appear, filtered and organized per connected app. Scroll through the list and click to view the details. It’s that easy.
Get step-by-step help on how to connect Aircall with Glances in our support article. Do you need to see an additional view or data set for Aircall? Contact our team to discuss custom options for your business.
Simplify tasks and workflows with Actions
Coming soon to Glances is a new Action for Aircall: users get to make a call right from the contact they are viewing in Glances. This super-convenient feature means you can continue working in your email platform, CRM, or webpage of choice while also dialing your prospects (without literally being logged in to your Aircall platform).
Glances Actions are a time-saving feature that help you complete tasks in other apps without navigating away from the current web app, platform, or webpage you are working in. For example, you can stay focused in your CRM platform while simultaneously creating a new estimate, invoice, or application for a customer – no need to toggle to other apps to handle each task.
If you have an action in mind for any of your apps connected with Glances that will make your workday simpler, use our Request an Action calendar to select a time to briefly discuss your current apps and needs with our team.
Getting started with Glances and Aircall
Immediate ways to view your Aircall data using Glances
1. By Browser
Once the Glances browser extension is installed and you have connected your favorite apps, there are a few ways to access the data you need:
✔️ Click the Glances widget in the corner of the page to begin a manual search or view your upcoming tasks.
✔️ Click on any Glancey-stamped email address on any webpage you are viewing to see related data.
✔️ Try Glances Highlight and Search to auto-search by name, email, order numbers, and more criteria.
✔️ Use the My Daily Glances tab to view your personal tasks across apps: scheduled meetings, to-dos, and more.
2. By Web and Mobile
If you have an internet connection, you can access your Glances from anywhere, on any device. Log in to your glances.com account, locate the top search bar, then enter any contact’s name or email address to view any related data across your apps. For the best mobile experience, go to m.glances.com, log in, and start your search.
3. By Other Apps
Glances has in-app functionality with workplace platforms like monday.com. Learn more about connecting these two powerful platforms and stay tuned for more in-app product launches.
Glances is your go-to hub for multiple apps, not just Aircall
You and your team already depend on apps like Aircall every day for sales outreach and customer support, but we realize you likely spend a lot of time in other applications important to your job. Finding both personal tasks and customer insights within various web apps is a huge, time-consuming struggle. Allow Glances to bring your favorite apps together, securely showing your data in a single view from whatever app you are using.
Integrate Aircall with all your favorite apps, using Glances
Start your free trial to connect your favorite business apps and access your data in one easy click, from any app or webpage. You can find and connect Aircall when you are logged in to your Glances account, or find Glances on the Aircall integrations marketplace.
More helpful steps
Schedule a demo to see the time-saving benefits of Glances in action or ask our team questions.
If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.
Find more step-by-step articles with the latest information on our support site.