Start free
CRM & sales

Callingly

Callingly on AgentCalls: your agent follows up with new leads by phone while they are still warm.

Callingly handles immediate call and text follow-up for new leads. Connect it to AgentCalls and your voice agent can work inside that workflow during a live call. It can look up a lead, create or update a client, record an outbound call, and check on a team member or agent. Every action runs with your own Callingly settings, so your data stays in your account. Use it to answer inbound questions, qualify leads on the spot, and make sure no enquiry waits in a queue.

Start freeSee pricing

What your agent can do with Callingly

  • Look up a client or lead by name or phone number while on the call
  • Create a new client record when a caller becomes a qualified lead
  • Log an outbound call with the lead details and call outcome
  • Activate or deactivate a client account after onboarding or cancellation
  • Create a webhook so your team is notified when a call completes

Callingly exposes 29 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound lead follow-up

  1. Caller

    Hi, I filled in your form about the kitchen remodel last night. Is someone going to call me back?

  2. Agent

    Yes, I can help with that. Can I take your name and the best number to reach you?

  3. Caller

    It's Dana Morales, 415-555-0148.

  4. Agent

    Thanks, Dana. I found your enquiry and added it as a new client. Would you like a site visit this Thursday at 10 am or Friday at 2 pm?

Lookup before a callback

  1. Agent

    Hello, this is calling on behalf of Ridgeway Dental about your cleaning request. Am I speaking with Marcus Hale?

  2. Caller

    Yes, that's me. I wanted to check whether my insurance is accepted.

  3. Agent

    I can see your request from Tuesday. Our front desk confirmed that Delta plans are accepted. Shall I book you for the earliest open slot?

  4. Caller

    Yes, Monday morning is fine.

Outbound call to a new lead

  1. Agent

    Hi, is this Priya? You asked about our gym membership on our website this afternoon.

  2. Caller

    Oh, yes. I was comparing prices.

  3. Agent

    I'll keep it quick. We have a 3-month plan at £89 a month with a free induction. Would you like me to hold a trial session for Saturday at 9 am?

  4. Caller

    Saturday at nine works. Please do.

How to connect Callingly

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Callingly

    From Integrations in the dashboard, choose Callingly and enter the connection details from your Callingly account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Callingly actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Related integrations

HubSpotVerifiedCRM & salesHubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics…ZohoVerifiedCRM & salesZoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to…People Data LabsCRM & salesPeopleDataLabs provides B2B data enrichment and identity resolution, empowering organizations to build enriched user…SalesforceCRM & salesSalesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer…ApolloCRM & salesApollo provides CRM and lead generation capabilities, helping businesses discover contacts, manage outreach, and track…AttioCRM & salesAttio is a fully customizable workspace for your team's relationships and workflows.

All CRM & sales integrations

Questions, answered.

Does the agent use Callingly during the call or after it?

Both. Your agent can look up leads, create clients and log outbound calls while the conversation is live, so your records update as the call happens.

What do I need to connect Callingly?

You need an active Callingly account. Sign in to your AgentCalls dashboard, open the Callingly integration, and connect it with your own credentials from the Callingly settings page.

Which plan includes the Callingly integration?

Integrations, including Callingly, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Callingly.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

Start freeSee pricing