phone-&-sms · crm · marketing-automation · 0 triggers · 29 actions
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. Add Callingly to your Stream Deck workflows with guided setup for the connection details it needs.
Add Callingly to a workflow and pair it with a Stream Deck button to run it in one press — handy for phone-&-sms tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Callingly.
Tool to update an existing lead's information. Use when you need to modify lead contact details, status, or blocking settings.
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".
Tool to create a new agent. Use when you need to register an agent in Callingly after gathering their account ID and contact details.
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.
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.
Tool to create a new team. Use when setting up a team configuration before adding agents.
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".
Permanently delete an agent from a Callingly account. Use when removing an agent who should no longer receive calls. Requires both the agent ID and the account ID the agent belongs to.
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.
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Callingly. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a Callingly action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
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