Callingly Destination


Callingly automatically gets your sales team on the phone with your incoming leads within seconds, generating better results and happy customers.

This destination is maintained by Callingly. For any issues with the destination, contact the Callingly Support team.

This document is about a destination which is in beta

This means that the Callingly Destination is in active development, and some functionality may change before it becomes generally available.

Getting Started

Before you start, make sure Callingly supports the source type and connection mode you’ve chosen to implement. You can learn more about connection modes here.

Web Mobile Server
📱 Device-mode
☁️ Cloud-mode
  1. From the Segment web app, click Catalog.
  2. Search for “Callingly” in the Catalog, select it, and choose which of your sources to connect the destination to.
  3. Enter the “API Key” into your Segment Settings UI which you can find from your Callingly Integrations page. Click “Connect” on the Segment integration to enable it.
  4. In the Segment integration settings on the Callingly Integrations page you can also select which Team will receive the calls triggered from Segment events.

Identify

If you’re not familiar with the Segment Specs, take a look to understand what the Identify method does. An example call would look like:

analytics.identify('userId123', {
  firstName: 'John',
  lastName: 'Doe',
  phone: '555-555-5555',
  email: 'john.doe@example.com'
});

Identify calls will be sent to Callingly as an identify event. To trigger a call, you must include a phone number as aphone trait.

If the phone trait is valid, formatted either in E.164 or your country’s local standard, Callingly will add the visitor as a Lead to your account and trigger a phone call to the Team selected in your Integration settings.

To configure agents, schedules, call routing options and retry settings edit the Team settings on the Callingly Teams Page.

Personas

You can send computed traits and audiences generated using Segment Personas to this destination as a user property. To learn more about Personas, contact us for a demo.

For user-property destinations, an identify call is sent to the destination for each user being added and removed. The property name is the snake_cased version of the audience name, with a true/false value to indicate membership. For example, when a user first completes an order in the last 30 days, Personas sends an Identify call with the property order_completed_last_30days: true. When the user no longer satisfies this condition (for example, it’s been more than 30 days since their last order), Personas sets that value to false.

When you first create an audience, Personas sends an Identify call for every user in that audience. Later audience syncs only send updates for users whose membership has changed since the last sync.

Settings

Segment lets you change these destination settings from the Segment app without having to touch any code.

API Key

Go to the Integrations page in the Callingly Dashboard and click Connect on the Segment integration to get your API key.

This page was last modified: 20 Oct 2020

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