Callingly + Sierra Interactive

Call new leads from Sierra Interactive in Callingly instantly when added

When a new lead is detected in Sierra Interactive, have this workflow instantly prompt an action in Callingly to call that lead. This automation ensures you connect quickly and efficiently, enhancing your lead response rate and giving you the edge over competitors. It provides a simple solution for those looking to streamline and speed up their lead telecommunication process without manual intervention.

When this happens...
New Lead
Triggers when a new lead is created in your account.
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

- SiteRequired
- AgentRequired
- Source Type
- Type
- SourceRequired
Trigger
Instant
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- SiteRequired
- AgentRequired
Trigger
Instant
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- SiteRequired
- AgentRequired
Trigger
Instant
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- SitesRequired
- AgentRequired
Trigger
Instant
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- Fully Automated Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write

- Lead First NameRequired
- Lead Last NameRequired
- PasswordRequired
- Lead Type
- Lead Status
- EmailRequired
- Email Status
- Phone
- Phone Status
- Agent
- Referral Fee
- Send Registration Email
- Lead Source Type
- Note
- Tags
- Source
- Site
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
Action
Write
- Lead Id or Email or PhoneRequired
Action
Write

- Fully Automated Action PlanRequired
- Update Action Plan StatusRequired
- Lead Id or Email or Phone NumberRequired
- Note
Action
Write
- Lead Id or Email or PhoneRequired
- First Name
- Last Name
- Password
- Email
- Phone
- Referral Fee
- Note
- Lead Status
- Email Status
- Phone Status
- Source Type
- Tags
- Remove Tags
- Source
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
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

- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- AgentRequired
- New TagRequired
- SitesRequired
Trigger
Instant
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- MessageRequired
- Lead Id or Email or PhoneRequired
Action
Write
- Traditional Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write
- TypeRequired
- DescriptionRequired
- Due DateRequired
- Lead ID or Email or PhoneRequired
Action
Write
- Lead Id or Email or Phone NumberRequired
Action
Write
- Traditional Action PlanRequired
- Lead Id or Email or Phone NumberRequired
- Note
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
Try It
- TeamRequired
- First Name
- Last Name
- Phone NumberRequired
- Scheduled TimeRequired
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
Action
Write
- Phone NumberRequired
Action
Search