Callingly + DripJobs

Initiate Callingly calls when new leads are created in DripJobs

Efficiently manage your potential clients with this workflow between DripJobs and Callingly. As soon as a new lead is generated in DripJobs, this automation instantly schedules a call lead in Callingly. This way, you ensure immediate engagement with your leads without the need for manual intervention, resulting in quicker response times and improved potential for lead conversion.

When this happens...
New Lead Created
Triggers when a new lead is created in dripjobs.
TriggerInstant
automatically do this!
Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
ActionWrite

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Supported triggers and actions

Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Trigger
Instant
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Custom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created in dripjobs.
Trigger
Instant
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Project Stage Changed
Triggers when a project stage is changed in dripjobs
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Trigger
Instant
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Task Created
Triggers when a new Task is created in DripJobs
Trigger
Instant
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- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Job AddressRequired
- Job CityRequired
- Job StateRequired
- Job ZipRequired
- Appointment DetailsRequired
- Lead SourceRequired
- Preferred DateRequired
- Another Date
- Preferred TimeRequired
- Assign To
- Drip Sequence
- Disable DripsRequired
- Deal Name
Action
Write

- Contact IdentifierRequired
- Contact Identifier Type
- Message ContentRequired
- Sender
Action
Write
- Updated Field
- Team
- Filter
Trigger
Instant
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- TeamRequired
- First Name
- Last Name
- Phone NumberRequired
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
- Comments
Action
Write
- Phone NumberRequired
- Team
- Status
- Result
- Tags
- Stage
- Lead Owner
- Stop Calls
- Resume Calls
Action
Write

Card Label Changed
Triggers when a card label is changed
Trigger
Instant
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Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
Trigger
Instant
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by customer
Trigger
Instant
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Project Completed
Triggers when a project is marked completed in dripjobs.
Trigger
Instant
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- Lead SourceRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Job AddressRequired
- Job CityRequired
- Job StateRequired
- Job ZipRequired
- Start TimeRequired
- End TimeRequired
- Appointment DetailsRequired
- Assign To
- Send Email RemindersRequired
- Send Sms RemindersRequired
- Drip Sequence
- Disable DripsRequired
- Deal Name
Action
Write
- Lead SourceRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Job Address
- Job City
- Job State
- Job Zip
- Notes
- Deal Stage
- Assign To
- Deal Name
Action
Write
Lead Created
Triggers when a new lead is created.
Trigger
Instant
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- Call Status
- Lead Status
- Team
- Number
Trigger
Instant
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- TeamRequired
- First Name
- Last Name
- Phone NumberRequired
- Scheduled TimeRequired
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
Action
Write
- Phone NumberRequired
Action
Search