To get started using Callingly you need to add an Integration with a lead source. Whenever a new lead will come in, Callingly will start making phone calls.
All your integrations are setup and configured on the Integrations page.
We support many integrations, with more being added every month. If you need help with getting a specific integration to work, you can find help articles for each one on our Integrations Help Page.
Each integration sends calls to a Team that you select. You are able to mix-and-match lead sources and the teams that take them, with the rules fully under your control.
For one-way integrations such as landing pages and webhooks, Callingly will just initiate calls when a new lead comes in. But for two-way integrations with CRMs such as Active Campaign and HubSpot, Callingly will also sync the call data and recording back to the CRM after the call is complete.
And, of course, we support more than 1,000+ different integrations through Zapier.
That's it! You're ready to make calls!
If you haven't already, the next step is having your adding your agents and creating teams. You can find out how to here.
As always, if you need any help with getting started or setting things up, please contact us anytime.