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Callingly

phone & sms

Callingly is a lead response management software that automates immediate call and text follow-ups to new leads, integrating seamlessly with various CRMs and lead sources to enhance sales team responsiveness and conversion rates.

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29

Available Tools

0

Triggers

Featured Tools

Activate/Deactivate Client Account

Tool to activate or deactivate a client account. Use when you need to toggle client access after onboarding or offboarding. Example: "Activate client 123" or "Deactivate client 456".

client_id*
is_active*
Create Agent

Tool to create a new agent. Use when you need to register an agent in Callingly after gathering their account ID and contact details.

ext
email*
fname*
+4
Create Outbound Call

Creates a new outbound call record and initiates a real outbound call, which incurs cost — ensure explicit user authorization and compliance with applicable consent and telemarketing regulations before use. The call will be routed to available agents on the specified team based on account-level routing configuration. Use List Teams first to get valid account_id and team_id values. Returns a call_id that can be used with Get Call to retrieve call status, recordings, and other details.

email*
crm_id
source
+7
Create Client

Creates a new client account in Callingly. Clients are sub-accounts under your agency account that can have their own teams, agents, and billing. Use this when onboarding a new business customer to your Callingly agency.

email*
fname*
lname*
+3
Create Team

Tool to create a new team. Use when setting up a team configuration before adding agents.

name*
delay
retries
+11
Create Webhook

Tool to create a new webhook for call or lead events. Use when you need to receive real-time notifications on specific events. Example: "Create a webhook for call_completed events to http://example.com/callback".

name*
event*
field
+7

All Tools (29)

23 of 23

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