Callingly + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Callingly and Salesforce.


Get started with workflows like: Update Salesforce leads after Callingly calls complete. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Callingly + Salesforce in Minutes

It's easy to connect Callingly + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantLead Updated or Tagged

Triggers when a lead has been tagged or its status updated.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

InstantCall Completed

Triggers when a call has been made to a Lead and the call completes.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

How Callingly + Salesforce Integrations Work

  1. Step 1: Authenticate Callingly + Salesforce.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Callingly + Salesforce