Callingly + LeadConnector
Callingly + LeadConnector
Callingly + LeadConnector integrations
Change pipeline stages in LeadConnector and call leads in Callingly
With this automation, whenever a change occurs in your Pipeline stage through LeadConnector, a call lead action will be initiated in your Callingly app. This streamlined workflow allows you to seamlessly respond to pipeline updates and engage with potential customers swiftly and efficiently. Truly a game-changer for managing leads and enhancing productivity.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Call LeadCreates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
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More things you can do with LeadConnector and Callingly
Discover other triggers and actions you can use with LeadConnector and Callingly
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Lead Created
Triggers when a new lead is created.
Try ItTriggerInstant
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite- Updated Field
- Team
- Filter
Try ItTriggerInstant
About Callingly
Callingly is a call automation platform that gets salespeople on the phone with incoming online leads.
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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