Automation Ideas

Wondering how you can use Callingly with other tools? Here are a few ideas

6 articles in this collection
Written by Leon Klepfish and Nelson

Callingly with your AirTable CRM

A tutorial on how to build a sales automation workflow using Typeform / Airtable / Callingly

Written by Leon Klepfish
Updated over a week ago

Integrate with Mautic using Webhooks

Written by Nelson
Updated over a week ago

Video set-up guides

Schedule a demo call using Callingly and Calendly

Book your sales agent on a call with a lead automatically when the lead books a demo online.

Written by Leon Klepfish
Updated over a week ago

Build a CRM on AirTable and sync it with Callingly

Build a custom CRM on AirTable and have it linked automatically to Callingly to send in new leads, and update the CRM based on call results

Written by Leon Klepfish
Updated over a week ago

Getting your live-chat leads connected with a team member over the phone

Get priority leads on your live-chat sent directly to a sales agent and connected through for a call.

Written by Leon Klepfish
Updated over a week ago

Using Pipedrive, Bonjoro, and Callingly to engage interested leads

Send personalized videos to delight interested leads and add a finer touch before hopping on a call with them.

Written by Leon Klepfish
Updated over a week ago