HubSpot

Add Callingly to a HubSpot workflow. During your team's call hours, our AI Agent calls each lead the workflow sends, asks your qualifying questions and puts the live ones through to a rep.

Connect with Callingly View Setup Guide

Works in contact, deal and ticket workflows.

HubSpot

Callingly Integrates with HubSpot

Every call a rep takes is logged on the HubSpot contact, with a link to the recording.

What happens when your workflow sends a new HubSpot lead.

  1. 1 Your HubSpot workflow, for example one for new contacts, reaches the Callingly action and sends the lead over.
  2. 2 During your team's call hours, the AI Agent calls the lead and asks your qualifying questions.
  3. 3 When the lead qualifies, the AI rings a rep and connects the lead once the rep accepts. If no rep takes it, the AI offers the lead a callback.
  4. 4 The rep's call is logged on the contact in HubSpot with a link to the recording.

Try it FREE for 14 days.

Plans start at $100 a month after that.
Customer Service

The AI voice agent qualifies HubSpot leads, and the callbacks it sets land in HubSpot.

When no rep is free, or the lead would rather talk later, the AI offers a callback at a time the lead picks. Turn on Sync AI Scheduled Calls, and that callback shows on the contact in HubSpot as a meeting called "AI Scheduled Callback", so your team sees it coming.

Test it with one HubSpot contact.

During call hours, enroll a test contact in your workflow, with a phone that isn't on your team. Answer as the lead, and a rep takes the transfer.

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