Aircall tags are more than just labels. They are a powerful sales enablement tool that can enhance pipeline tracking, boost CRM segmentation, and power your sales automation workflows. When used strategically and synced with your CRM system (like HubSpot, Pipedrive, or Salesforce), tags provide your sales team with real-time visibility into the deal lifecycle and help increase conversion rates.
What are Aircall Tags?
Tags in Aircall are custom labels added during or after a call to capture key insights about the lead status, call outcome, or next steps. When structured correctly, they function like CRM deal stages, supporting enhanced data enrichment, improved sales forecasting, and increased team productivity.
Top Sales Tags to Standardize Your Funnel
Use tags aligned with your sales process stages to clarify the health of each lead or opportunity:
- Qualified Lead – Ready for engagement or nurturing
- Left Voicemail – Waiting for a callback or follow-up
- Needs Follow-up – Add to a call-back or email sequence
- Demo Booked – Move into a product demo pipeline
- No Show – Missed meeting, consider re-engagement
- Closed Won – Deal successfully closed
- Closed Lost – Disqualified or lost opportunity
How to Use Aircall Tags Effectively?
1. Sync with CRM Fields
Push tagged call data directly to your CRM custom fields for better lead segmentation, account scoring, and pipeline analysis.
Example: Filter contacts with the “Demo Booked” tag for targeted sales email campaigns.
2. Trigger Automations
Use tags as workflow triggers to launch automated follow-up sequences, reminder emails, or Slack alerts to the account owner.
Example: If a call is tagged “Needs Follow-up,” add the lead to a task queue or email nurture campaign.
3. Generate Smart Reports and Dashboards
Create sales reports based on tag data to track rep performance, call quality, and deal progression.
Example: Report: “Closed Won Deals by Rep After 3+ Demo Bookings” using Aircall + CRM filters.
Combine Tags with Other Tools
Pair Aircall tags with tools like:
- Zapier or Make.com for automation
- Notion or Trello for task tracking
- Gong or Chorus.ai for sales intelligence
This cross-platform usage brings 360-degree visibility to your customer journey and helps you scale revenue operations effectively.
Final Thoughts
Aircall tags are often overlooked, but they can be the secret weapon of your sales ops strategy. With proper Aircall integration, standardization, and reporting, tags can provide real-time visibility across the sales funnel, enhance lead conversion, and ensure that no opportunities slip through the cracks.
FAQs on Using Aircall Tags for Sales Funnel Optimization
What are Aircall tags used for in sales?
They help label call outcomes (e.g., “Qualified Lead,” “Demo Booked”) for better tracking, segmentation, and automation in your CRM.
How do I sync Aircall tags with my CRM?
Integrate Aircall with your CRM (such as HubSpot or Pipedrive) and map call tags to specific fields to enrich contact records and trigger relevant workflows.
Can Aircall tags trigger follow-up actions?
Yes. Tags like “Needs Follow-up” can trigger email sequences, task assignments, or Slack alerts via CRM automation or tools like Zapier.
What’s the best way to manage tags?
Standardize them using a controlled list (dropdowns), train your team, and review usage monthly to avoid clutter or inconsistencies.
Are tags useful for reporting and analytics?
Absolutely. You can create reports based on tags to analyze deal progress, rep performance, and lead behavior trends.
