Callingly Help & Support

What Callingly Triggers and Actions are Supported?

Supported Triggers#

  • Call Completed - Triggers when a call has been made to a Lead and the call completes.

Supported Searches#

  • None yet!

Supported Actions#

  • Schedule Call - Creates or updates a Lead, schedules a call from your Team to the Lead at the specified time.
  • Call Lead - Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
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How to Get Started with Callingly on Zapier

To get started with Callingly on Zapier, first you will need to click to connect your Callingly account to use with your Zap.

Click to connect  Callingly

You’ll now be asked to log into your Callingly account (unless you are already logged in).

Login to  Callingly

Finally, you will be asked to give Zapier permission to access your account. Click “Authorize” to continue.

Authorize  Callingly on Zapier

If all steps were successful your Callingly account will now be successfully connected.

 Callingly connection successfull

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Common Problems with Callingly on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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Need More Help? - Our support team is happy to help -- send us a message

Callingly is a call automation platform that gets salespeople on the phone with incoming online leads.

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