In addition to many native integrations, Callingly also allows you to create a customizable Webhook that you can use to instantly trigger calls from any platform that can send in lead information using this format.

Step 1: Create a Webhook integration in Callingly

In the Callingly dashboard go to the Integrations page and click the "Create" button next to the Webhook integration option. 

Step 2: Copy and paste the Webhook URL into your platform

The Webhook URL that is created for you is where your platform will need to send the lead data. 

Step 3. Select the Team for your calls

You can select which of your Callingly Teams will receive calls when new leads come in to this webhook.  Remember, all of your call settings, routing and retries are set up on the Teams page.

Step 4. Optionally customize the Webhook fields

The Webhook can receive the following lead properties: First Name, Last Name, Phone Number, Company, Email and Category. Only Phone Number is required.

Here you can customize the fields that will be used for each of the lead properties. By default, the webhook will look for the following fields: fname, lname, phone, company, email, category.

Step 5. Send the data in

To test the webhook you can make a POST request to the Webhook URL with the field names that you customized in Step 4. The POST request can have the fields either in form data or JSON formats.

If the POST is successful, the Webhook will return a Success 200 message with a JSON response indicating that the lead was added and a call will now be triggered.

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