Integrate Callingly Using A Webhook

startOne-way integration

webhookWebhook trigger

sync_disabledNo owner sync

In addition to our many native integrations, we at Callingly allow you to create a customizable Webhook that you can use to instantly trigger calls from any platform that can send in lead information using a webhook format.

supervisor_account Owners and Admins can enable integrations. Approx. reading time 3 min.

tips_and_updates

We also recommend checking with the product you intend to connect with a webhook to ensure you have the permissions needed on their side.

Create & Configure a Webhook in Callingly

1.: Navigate to the Integrations page on the Callingly dashboard.
2.: Hit the Connect button next to the Webhook integration option. This will cause a panel to slide out with some information. At this point, you’ll configure the webhook.

Configure webhook settings

Now that your integration is created, you need to configure a few options. This is where you can also change settings in the future. These settings are all found by heading to the Webhook integration in Callingly, and clicking Settings.

Name

The name of your integration. If using multiple instances of an integration with the same app, it’s a good idea to change this to something more descriptive.

Input Type	Options	Default Setting
Text input box	Up to 250 alphanumeric characters	Webhook

Webhook URL

Copy and paste this Webhook URL into your integration app. This URL is where your lead collection platform will need to send the lead data.

Input Type	Options	Default Setting
Uneditable	Uneditable	Autogenerated Callingly webhook URL

Team

Leads sent to this integration will be routed to this Team.

Input Type	Options	Default Setting
Dropdown menu	Each team in your account	Primary team

Field Mapping

The Webhook can receive the lead properties included here. Only the phone number is required.

warning_amber

Be aware: Either make note of this information or change this information according to your specific webhook needs, before moving on to the Configure Webhook step.

Callingly Field Name	Default Webhook Field Used
First Name Last Name Phone Number Email Address Company Category	fname lname phone email company category

Remember to save your changes!

Configure webhook

At this point, copy the webhook URL from the Configure webhook settings step. Navigate to the platform you're connecting to Callingly, and past the webhook URL into the appropriate spot.

Viola! You should now be integrated.

Test Your Webhook

To test the Webhook, you can make a POST request to the Webhook URL with the field names that you customized in the field mapping step above.

tips_and_updates

Tip: The POST request can have the fields either in form data or JSON formats. here

If the POST is successful, the Webhook will return a Success 200 message with a JSON response indicating that the lead was added. The lead data will also queue up for the outbound call flow.

Common Questions

How do I route leads to multiple Teams?

You can do this by creating another instance of the Webhook integration in Callingly. Each integration will have a unique Webhook URL, so you can each one as needed for each team.

How do I ensure the right fields are synced between Webhook and Callingly?

On the Integrations page in Callingly, you can type in the field names from your web app so they appropriately correspond to Callingly’s fields. We provide more detail about this in the field mapping section above.

How do I send in the lead owner information that will assign the lead to a specific user?

To do this, you can send in a lead_owner property to the webhook. This property can contain a user’s phone number, email address, or exact full name.

The system will check all 3 pieces of information and assign the lead to a user that matches, if one matches.