# Callingly AI integration on Definable

> 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.

## What this connects

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.

Vendor: https://callingly.com/

## Tools available

**29** tools available. First 12:

- `CALLINGLY_ACTIVATE_DEACTIVATE_CLIENT` — Activate/Deactivate Client Account — 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".
- `CALLINGLY_CREATE_AGENT` — Create Agent — Tool to create a new agent. Use when you need to register an agent in Callingly after gathering their account ID and contact details.
- `CALLINGLY_CREATE_CALL` — Create Outbound Call — 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.
- `CALLINGLY_CREATE_CLIENT` — Create Client — 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.
- `CALLINGLY_CREATE_TEAM` — Create Team — Tool to create a new team. Use when setting up a team configuration before adding agents.
- `CALLINGLY_CREATE_WEBHOOK` — Create Webhook — 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".
- `CALLINGLY_DELETE_AGENT` — Delete Agent — 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_DELETE_CLIENT` — Delete Client — Tool to delete a client. Use when you need to remove an existing client from your account after confirming its ID.
- `CALLINGLY_DELETE_LEAD` — Delete Lead — Tool to delete a lead by ID. Use when you need to permanently remove a lead from your account after confirming its ID. Returns a success confirmation.
- `CALLINGLY_DELETE_WEBHOOK` — Delete Webhook — Tool to delete a webhook. Use when permanently removing a webhook by its ID.
- `CALLINGLY_GET_AGENT_SCHEDULE` — Get Agent Schedule — Tool to retrieve the availability schedule for a specific agent. Use when you need to know which days and times the agent is available.
- `CALLINGLY_GET_CALL` — Get Call — Retrieves detailed information about a specific call by its unique ID. Returns comprehensive call metadata including status, duration, lead information, agent details, recording URLs, transcripts, and AI-generated insights. Use the LIST_CALLS action first to obtain valid call IDs.

## Auth

Auth schemes: `API_KEY`.

## How agents use Callingly

Inside a Definable workflow, Callingly is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Callingly** — the Researcher (GPT-5.5) pulls context from Callingly (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Callingly** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Callingly (create record, post message, draft email).
- **Designer / Engineer → Distributor → Callingly** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Callingly (attach file, open PR comment, post status).

The Verifier checks every Callingly call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- phone & sms — https://definable.ai/apps/category/phone-&-sms/
- crm — https://definable.ai/apps/category/crm/
- marketing automation — https://definable.ai/apps/category/marketing-automation/

## Related

- HTML page: https://definable.ai/apps/callingly/
- Same category (phone & sms): https://definable.ai/apps/category/phone-&-sms/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt