Callingly automatically connects to your HubSpot account, allowing you to instantly trigger calls to your Contacts using a Workflow in HubSpot and then have the call results and recording sync back to the Contact..
Step 1: Create a HubSpot connection in Callingly
In the Callingly dashboard go to the Integrations page and click the "Connect" button next to the HubSpot integration option.
Step 2. Grant Callingly Access in HubSpot
After you click the "Connect" button you will be taken to a screen in HubSpot where you can grand Callingly access to Contacts and the Timeline.
Click on the "Grant access" button and Callingly will integrate with your HubSpot 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. Create a HubSpot Workflow to Trigger calls
When you install the Callingly integration, Callingly automatically creates a new property in your HubSpot account: callingly_call_trigger
callingly_call_trigger can be set to "true" to start a call and "false" to stop any scheduled calls to this Contact.
When callingly_call_trigger is set, Callingly will immediately sync the Contact's information and initiate a call to the new Lead.
Using this property you can construct Workflows in HubSpot that can control exactly when and using which rules a call will be started to a Contact.
Step 4. Route the Lead to the right Team through HubSpot
If you are using multiple Teams in Callingly and would like to use the HubSpot workflow to route each lead to the right team simply set the callingly_team_id property on the lead at the same time as you set the callingly_call_trigger.
To route the leads to the correct team, you need to set callingly_team_id to the ID number of the team that should take the call.
To find the ID number of each Callingly team, go to the Teams page and click Edit on any of the teams. The ID number will be visible in the top right corner of the team's settings window.
Step 5. Select the default Team for your calls
When you're back in Callingly, there's one more (optional) setting. You can select which of your Callingly Teams will be the default to receive calls when new leads come in from HubSpot
Simply click on the "Settings" button next to your HubSpot 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!