Callingly Help & Support

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.

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

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

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

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

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