Callingly + LeadConnector

Callingly + LeadConnector integrations

Create or update opportunities in LeadConnector for completed calls in Callingly

Improve your sales efficiency with this streamlined workflow. Once a call is successfully completed in Callingly, an opportunity is instantly created or updated in LeadConnector. This automation offers a seamless way to directly transform your successful calls into potential sales, saving time on manual data entry and keeping track of important leads.

When this happens...
Call CompletedTriggers when a call has been made to a Lead and the call completes.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Callingly and LeadConnector

Discover other triggers and actions you can use with Callingly and LeadConnector

Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
- Call Status
- Lead Status
- Team
- Number
Trigger
Instant
Try It
- Team
  Required
- First Name
- Last Name
- Phone Number
  Required
- Scheduled Time
  Required
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
Action
Write
- Phone Number
  Required
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write

- Workflow ID
  Required
- 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)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

- Updated Field
- Team
- Filter
Trigger
Instant
Try It
- Team
  Required
- First Name
- Last Name
- Phone Number
  Required
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
- Comments
Action
Write
- Phone Number
  Required
- Team
- Status
- Result
- Tags
- Stage
- Lead Owner
- Stop Calls
- Resume Calls
Action
Write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About Callingly

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

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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Related Zap Templates

Change pipeline stages in LeadConnector and call leads in Callingly

Update LeadConnector contacts when Callingly calls are completed

Update and tag leads in Callingly, then add or update contacts in LeadConnector