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.
To begin, login to your Aircall account.
From your Aircall Dashboard, select Integrations on the left sidebar menu
Click on Install.
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
Select an Aircall number from the drop-down to connect to Callingly
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.
Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!