Integrate Callingly With Brivity

Callingly automatically connects to your Brivity account, allowing you to instantly trigger calls when new leads come in. The call results and recordings are then synced back to Brivity.

Owners and Admins can enable integrations. Approx. reading time 5 min

Connect Callingly to Brivity

1. Navigate to the New Integration page.

2. Hit the Connect button next to the Brivity integration. This will cause a panel to slide open on the right side of the screen.

3. Copy and paste your Brivity API Key into the appropriate text box.

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   Note: To obtain your API key, log into your Brivity account and navigate to Settings > API. If you don't see this option, contact Brivity support to enable API access for your account.

4. Click the Install button after adding the API key. Callingly will automatically set up a webhook in Brivity to receive new leads.

Configure Settings

Now that your integration is installed, you can configure a few options. To access these settings, click Settings next to the Brivity integration in Callingly.

Name

The name of your integration. Useful for identifying the integration in your dashboard.

Sync Lead Owner

When enabled, Callingly will assign the lead owner in Brivity when a lead is assigned to a user in Callingly. This keeps your lead assignments in sync between both platforms.

Sync Calls

When enabled, Callingly creates a new call event in Brivity after a call is completed. This logs all your call activity directly in Brivity.

Routing Rules

Route leads to different teams based on the lead source in Brivity. When you install the integration, Callingly automatically detects your lead sources and creates routing rules for each one.

For example, you can route leads from Zillow to your Zillow team and leads from Realtor.com to a different team.

Field Mapping

Map fields from Brivity to Callingly fields. This ensures the correct information is synced between both platforms.

Don't forget to save your changes when you're finished!

Syncing Lead Owner

If you opt to have Lead Owners synced between Callingly and Brivity, you'll need to associate each User's Callingly profile with their Brivity user account.

To do this, from your Callingly dashboard:

1. Go to the Users page of your Callingly account.
2. Click the edit button for the User you want to change.
3. Select the correct user via the dropdown menu under the Brivity User heading.

How It Works

When a new lead comes into Brivity, the following happens automatically:

1. Brivity sends the lead information to Callingly via webhook
2. Callingly checks the routing rules to determine which team should receive the call
3. Callingly calls your team members based on your call routing settings
4. When a team member connects with the lead, the call is logged back to Brivity (if Sync Calls is enabled)
5. If lead ownership changes in Callingly, it's synced back to Brivity (if Sync Lead Owner is enabled)

Next Steps

1. Test the integration by creating a new test lead in your Brivity account. This should automatically trigger Callingly to call your team.
2. Configure your Teams. Set up your Callingly Teams so the right people receive calls for different lead sources.
3. Set the Call Schedule. Configure your availability schedule so nobody receives calls outside of work hours.

Common Questions

How do leads get from Brivity to Callingly?

When you install the integration, Callingly automatically creates a webhook in Brivity. Whenever a new lead is created in Brivity, it's automatically sent to Callingly.

Can I route different lead sources to different teams?

Yes! Use the Routing Rules in your integration settings to route leads based on their source in Brivity. Each source can be directed to a different team.

Do call recordings sync back to Brivity?

Yes, when you enable "Sync Calls", Callingly creates a call event in Brivity that includes a link to the call recording.