Integrate Callingly With CINC

swap_horiz Two-way integration

bolt Automatic trigger

sync Two-way owner sync

Callingly connects to your CINC account, automatically calling new leads as they're created. Call results and recordings are synced back to CINC as notes, a label can be applied after a successful call, and lead owners can be kept in sync between the two platforms.

supervisor_account Owners and Admins can enable integrations. Approx. reading time 4 min.

tips_and_updates

We also recommend that you check with CINC regarding the user access you need to connect integrations on their side.

Connect Callingly to CINC

You'll initiate the connection between Callingly and CINC from the Callingly side.

1.: Navigate to the New Integration page.
2.: Click the Connect button next to the CINC integration option. You'll be taken to CINC to authorize the connection.
3.: Authorize the connection. CINC will connect and redirect you back to Callingly.

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Note: When you connect, Callingly automatically creates two labels in your CINC account — Callingly - Called and Callingly - Stop Calls — and sets up the connection needed to receive your new leads.

Choose Options

Now that your integration is installed, you can set up a few options. This is where you can also change options in the future.

To locate these, click Settings next to the CINC integration in Callingly.

Name

The name of your integration. If using multiple instances of an integration with the same app, it's a good idea to change this to something more descriptive.

Input Type	Options	Default Setting
Text input box	Enter up to 250 alphanumeric characters	CINC

Sync Calls

Turning this on creates a new call activity in CINC after a call is completed. The note includes the call duration and a link to the call recording in Callingly.

Input Type	Options	Default Setting
Two-way toggle	Off and On	On

Sync Lead Owner

Assigns a lead owner (primary agent) in CINC when a lead is assigned to a user in Callingly.

Input Type	Options	Default Setting
Two-way toggle	Off and On	Off

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Note: If you turn this on, each user in Callingly needs to be associated with the corresponding CINC user, as discussed below.

Label On Call

The CINC label applied to a contact when they have been successfully called. Defaults to the Callingly - Called label created when you connected. You can choose a different label or leave it set to None.

Input Type	Options	Default Setting
Dropdown menu	Any label in your CINC account, or None	Callingly - Called

Remember to save your changes when you're finished!

How Calling Is Triggered

Callingly starts calling automatically when a new lead is created in CINC. To control which leads start a call — and which team they route to — click Routing in your CINC integration settings.

You can also stop a lead from being called at any time by applying the Callingly - Stop Calls label to that lead in CINC. This cancels any scheduled calls for that lead.

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Tip: Use the Fields tab in your CINC integration settings to control which CINC fields feed into Callingly.

Sync Lead Owner

If you opt to have your lead owners synced between Callingly and CINC, you'll need to associate each Callingly user with their CINC user.

To do this, from your Callingly dashboard:

1.: Go to the Users page of your Callingly account.
2.: Click the editEdit button for the user you want to change.
3.: Select the correct user via the dropdown menu under the CINC User heading.
4.: Save your changes.
5.: Repeat these steps for every Callingly user.

Next Steps

Test the integration. Create a new lead in CINC. This should start the outbound call flow within a few minutes.
Set the call schedule. Be sure to set the schedule for when your team can receive calls. This way, nobody will receive a call outside of work hours.

Common Questions

How do I stop a lead from being called?

Apply the Callingly - Stop Calls label to the lead in CINC. This label is created automatically when you connect the integration, and applying it cancels any scheduled calls for that lead.

What are the two Callingly labels in my CINC account?

When you connect, Callingly creates Callingly - Called (applied after a successful call, if you've selected it as your Label On Call) and Callingly - Stop Calls (apply this to cancel calls for a lead).

How do I send calls to different teams?

Use the Routing tab in your CINC integration settings to route leads to different teams based on the lead's information.