Callingly automatically connects to your visitor data in Segment, allowing you to instantly trigger calls to your Leads as soon as you gather their name and phone number.
Step 1: Create a Segment connection in Callingly
In the Callingly dashboard go to the Integrations page and click the "Connect" button next to the Segment integration option.
Step 2. Create an Callingly Destination in Segment
After you click the "Connect" button you will be taken to a screen in Segment where you can Authorize the Callingly connection.
Click on the "Allow" button and Callingly will integrate with your Segment account. You will then be taken back to the Callingly Integrations page.
Congrats! You're now ready to automatically start calling your leads.
Step 3. Select the Team for your calls
Now that you're back in Callingly, there's one more (optional) setting. You can select which of your Callingly Teams will receive calls when new leads come in from Segment
Simply click on the "Settings" button next to your Segment Integration in Callingly.
Your Integration settings will appear in a modal on the right side of the page and you can select which Team you would like the Leads to be assigned to. Remember, all of your call settings, routing and retries are set up on the Teams page.
Just hit "Save" when you're done and you're all set!