Salesforce

A Salesforce Flow sends each new lead to Callingly. During your team's call hours, our AI Agent calls it, asks your qualifying questions and puts the live lead through to a rep.

Connect with Callingly View Setup Guide

Works on Leads by default, or on Contacts or Opportunities.

Salesforce

Callingly Integrates with Salesforce

Salesforce gets a Successful Call task with the recording, and the lead moves to the status you choose.

What happens when your Flow sends a new Salesforce lead.

  1. 1 Your Flow sends the new lead to Callingly as an outbound message, to the endpoint URL in your Callingly settings.
  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 Salesforce gets a task called "Successful Call" with a link to the recording, and the lead's status moves to the one you picked.

Try it FREE for 14 days.

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

Your Salesforce reports show who got a call.

After each completed call, Callingly sets the lead's status to Contacted, or to another of your Salesforce lead stages if you pick one in the Lead Status setting. Then a list view or report on lead status shows every lead your team has spoken to, and nobody updates a record by hand.

Test it with one Salesforce lead.

During call hours, create a test lead that your Flow sends, with a phone that isn't on your team. Answer as the lead, and a rep takes the transfer.

Get Started Free
Request a Demo