Integrate Callingly With Firepoint

swap_horizTwo-way integration

labelTag trigger

restart_altOne-way owner sync

Callingly connects to your Firepoint account, instantly triggering calls when you tag a lead.

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

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We also recommend checking with Firepoint about the user access needed to connect integrations on their side.

Connect Callingly to Firepoint

1.: Navigate to the Integrations page on the Callingly dashboard.
2.: Hit the Connect button next to the Firepoint integration option.
3.: Copy and paste your Firepoint Office Secret Key into the relevant box. You should be able to find it here while logged into your Firepoint account.
4.: Copy and paste your Firepoint Agent Secret Key into the relevant box. You should be able to find it here while logged into your Firepoint account.

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Important: The Agent Secret Key needs to be that of a Firepoint Admin user.
5.: Click the green Install button.

Setup Tags and Settings

Now that your integration is installed, you can set up a few options. This is where you can also change options in the future.

To locate these, click Settings next to the Firepoint integration in Callingly.

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	Firepoint

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

Tag That Starts Call

Tagging a Contact with this Tag in Firepoint will start a call through Callingly.

Input Type	Options	Default Setting
Dropdown menu	All tags in your Firepoint account	Callingly - Start Call

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Tip: This tag is added to your Contact via a Firepoint automation.

Tag That Stops Call

Tagging a Contact with this Tag in Firepoint will cancel any scheduled calls through Callingly. This tag could be added manually or through an automated process in Firepoint.

Input Type	Options	Default Setting
Uneditable text box	Uneditable	Callingly - Stop Calls

Tag On Call

This tag will be applied to contacts when they have been successfully called.

Input Type	Options	Default Setting
Dropdown menu	All tags in your Firepoint account	Callingly - Called

Tag on Unsuccessful Call

This tag will be applied to a Lead if they are not called.

Input Type	Options	Default Setting
Dropdown menu	All tags in your Firepoint account	Callingly - Missed

Remember to Save your changes when you’re done!

Configure a Lead Distribution Rule in Firepoint

To automatically start calls to your new leads in Firepoint, create a Lead Distribution rule in Firepoint. This will let you direct your Leads to the correct Users and automatically add your chosen tag to start the outbound call flow in Callingly.

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Note: If the Lead is assigned to a Firepoint user, that User will automatically become the Lead Owner and get the call first in Callingly. If the lead is unassigned, the call will go to the Team based on your selected Team settings.

Next Steps

Test the integration. Add your start call tag to a test lead in your Firepoint account. You should receive a slide-in notification in Callingly. You should also receive a call on your phone. When you answer the call, Callingly will ask you to press 1 to call your inbound lead. After the call, Callingly will add the call recording to the notes section of the contact record in Firepoint.
Set the call schedule. Once you've added your team, you'll want to set the schedule for when they can receive calls. This way, nobody will receive a call outside of work hours.

Common Questions

How do I send calls to different teams?

You can do this by setting up a second instance of the Firepoint integration using the same steps outlined above. You can have as many instances as you like: simply use a unique Tag and a unique Team for each instance.

How do I stop any further calls if a User contacts a Lead outside Callingly?

You can do this by setting up another Lead Distribution Rule in Firepoint. Have the automation add the tag Callingly - Stop Calls. As soon as a lead is tagged with this tag in Firepoint, Callingly will be notified, and no further calls will be scheduled.