Callingly Integrations
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Forms & Surveys, WordPressTop companies trust Zapier to automate work and free up time
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Updated Field
Team
The team that this lead belongs to.
Try ItTeamRequired
The Team that this call will be sent to.
First Name
The lead's first name.
Last Name
The lead's last name.
Phone NumberRequired
The phone number of the lead (in any format). For example: (415) 200-3750 or +44 20 3002 4300.
Email
The lead's email address.
Company
The lead's company name.
Category
The lead's category or industry.
Source
The app, campaign, landing page or other source of the lead.
Lead Owner
The name, email address or phone number of the user you would like to be assigned as the lead owner.
CRM ID
The lead's ID in your CRM. Useful for further integrations.
Comments
Optionally add comments about this lead that you can view on their record.
Phone NumberRequired
Team
The team this lead belongs to. (optional)
Tags
Status
Result
Lead Owner
The name, phone number or email of the agent that should be the new lead owner.
Stop Calls
Cancel any upcoming scheduled calls to this lead.
Call Status
Lead Status
Team
The Team that this call went out to.
Number
For inbound calls, the Number the call came in to.
Try ItTeamRequired
The Team that will handle the scheduled call.
First Name
The lead's first name.
Last Name
The lead's last name.
Phone NumberRequired
The phone number of the lead (in any format). For example: (415) 200-3750 or +44 20 3002 4300.
Scheduled TimeRequired
The date and time when the call should start.
Email
The lead's email address.
Company
The lead's company name.
Category
The lead's category or industry.
Source
(optional) Where this scheduled call came from. Google Calendar, Calendly, etc.
Lead Owner
The phone number of the agent to be assigned as the lead owner.
Phone NumberRequired
Related categories
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