Callingly automatically connects to your Salesforce account, allowing you to instantly trigger calls to your leads whenever a new lead is added to Salesforce.
Below we'll go through an example of integrating Salesforce with Callingly.
Step 1: Connect your Salesforce account with Callingly
In your Callingly dashboard, head to Integrations and under native integrations find Salesforce and click 'Connect'.
You will now be prompted to either log in to your Salesforce account or if you're already logged in then a permission window will pop up asking for authorization. This is to enable Callingly to connect with your Salesforce account.
Hit 'Allow' to grant permission and Callingly will have successfully integrated with your Salesforce account.
On your Callingly dashboard, you'll now see a success prompt letting you know your Callingly integration was successful. You'll also now find the Salesforce integration under 'Your Integrations'.
Step 2: Grab your Salesforce endpoint URL from Callingly
If you click 'Settings' for your Salesforce integration on Callingly, you'll be presented with a window similar to below.
Here you'll find the Endpoint URL that needs to be shared with your Salesforce account and the specific Lead Field names that need to be set up on Salesforce for Callingly to recognize the data/lead information passed to it from Salesforce.
Step 3: Configure your Salesforce Outbound Messages.
Now let's head over to your Salesforce account to plug the endpoint URL and corresponding fields in.
On your Salesforce account, head to Setup:
This will open up a new window where you can search for Outbound Messages
Find and click Outbound Messages under the Process Automation category.
In this view, let's now create a new Outbound Message:
We're looking to send new lead information to Callingly, so we'll need to assign the Lead object to this Outbound message:
Hit Next so we can now configure the data we want to send through and the endpoint we'll send this data to - so that it reaches your Callingly account.
Here, you'll now have the ability to configure your Outbound message.
- You'll want to give your Outbound Message a uniquely identifiable name.
- Enter in the Endpoint URL from your Callingly dashboard that you created in step 2
- From the Available Fields, select the Fields that match with the Lead Field names present in your integration on Callingly (see step 2).
Hit Save when you're done to create your Outbound Message.
Step 4: Create your Workflow on Salesforce
With an Outbound message created, we now need to set up a workflow rule that can trigger the send out of this message to our Callingly endpoint URL.
First, let's head to the left-hand side search bar and search for the Workflow Rules view on our Salesforce Setup page:
Let's now create a 'New Rule' which should now prompt you with a view to select an object to associate this Workflow Rule with:
Similar to our Outbound Message configuration, let's select 'Lead' here and hit Next.
You can now set up the details for your Workflow Rule.
In this example, we'll set the Rule Criteria such that the Workflow only executes if the lead's phone number contains '647' (e.g. phone area code).
Hit Next and we'll now configure the Workflow action that will occur if the Workflow's rules are met.
Click Edit then Add Workflow Action > Select Existing Action.
You can now find the Outbound Message you created in Step 3 by selecting Outbound Message from the Search dropdown (see 1. below).
You can then add the Outbound Message (newleadcallingly) that was created earlier, from Available Actions into Selected Actions.
Hit Save, then Hit 'Done' to complete setting up your Workflow.
Step 5: Activate your Workflow
Finally, it's time to activate your Workflow. Head back to the main Workflow Rules view and click Activate next to this Workflow that was created:
Voila! You're all set.
Now every time a new lead is created on your Salesforce or their existing criteria is changed. Salesforce will evaluate this lead's information according to the Workflow rules we've created and if it passes, the information is sent to Callingly where it will trigger a call to your available sales agent letting them know a lead is ready to be called back.
Do note this is just one example use case for integrating Salesforce with Callingly.
Shoot us an email or message us on live-chat if there's another way you'd like Callingly used with Salesforce and we'd be happy to guide you on how to set it up.