The Aircall-Callingly integration has a lot to offer by allowing you to automatically trigger calls through your Aircall software when a new lead comes in and have the call results and recording sync back to Callingly. Thankfully, getting set up only takes a few minutes!
Before you start, make sure that you have Admin rights in both Aircall and Callingly.
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Log in to the Aircall Dashboard
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Select Integrations & API on the left sidebar menu
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Select Discover integrations and search for Callingly
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Open Callingly and click on Install integration
Now you will be guided through three easy steps outlined below.
Step 1: Log in to Callingly
In order to allow Aircall to access your Callingly information, you will first need to log in with the Admin Credentials.
Step 2: Authenticate Aircall
Click on Authorize to allow this integration to access information about your calls in Aircall.
Step 3: Connect An Aircall Number
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Select an Aircall number from the drop-down to connect to Callingly
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All Done!
🎉 Great, your integration is active! From here you can set up agents, create teams, and so much more.
📚 For more information please refer to this article here.