Callingly + Salesforce

Update Salesforce leads after Callingly calls complete

With this integration, you can automatically update a lead in your Salesforce account as soon as they are called in Callingly. Skip the manual updates to save time and effort!

With this integration, you can automatically update a lead in your Salesforce account as soon as they are called in Callingly. Skip the manual updates to save time and effort!

  1. When this happens...
    CallinglyCallingly
    Call Completed

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

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • Updated Field

    • Team

    • Filter

    Trigger
    Instant
    Try It
    • 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
callingly logo
callingly logo

About Callingly

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

Related categories

  • Phone & SMS
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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