Integrate Callingly With zBuyer

startOne-way integration forward_to_inboxEmail trigger sync_disabledNo owner sync

Callingly can receive new lead notifications from zBuyer by email, allowing you to instantly trigger calls to your leads.

supervisor_account Owners and Admins can enable integrations. Approx. reading time 3 min.

tips_and_updates
We also recommend checking with zBuyer about the access you need to set up lead forwarding on their side.

Connect Callingly to zBuyer

To connect Callingly and zBuyer, you'll first turn on the integration in Callingly to receive a unique forwarding email address. Then you'll set zBuyer to forward your leads to that address, and you'll be all set. Let's start at the beginning.

Turn on the integration in Callingly

1.
Navigate to the New Integration page on the Callingly dashboard.
2.

Hit the Connect button next to the zBuyer integration option. A new menu will slide open, allowing you to edit a few options.

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 Up to 250 alphanumeric characters zBuyer

Email Address

The email address where you'll forward your zBuyer lead data, to trigger the Callingly outbound call flow. Copy this email address to your clipboard for later.

info_outline
Note: A unique @mail.callingly.com email address is automatically generated for you, and cannot be changed.
3.
Click Save to save your changes.
warning_amber
Caution: zBuyer must send its leads in HTML email format. Callingly reads the lead's name, phone number, email, property address, and price from the email, so plain-text emails may not be read correctly.

Set up lead forwarding from zBuyer

1.
Log in to your zBuyer account.
2.
Find your lead notification or delivery settings — the option that controls where new lead emails are sent.
3.
Add the Callingly email address you copied above as a destination for your lead notifications.
4.
Save your changes.
info_outline
Note: If you don't see where to forward leads inside zBuyer, reach out to zBuyer support — they can point you to the right setting or set up forwarding for you.

You're all set! The integration is ready, and Callingly will start calling as your zBuyer leads come in.

  1. Test the integration. Forward a sample zBuyer lead email to your Callingly address, or wait for your next real lead. The outbound call flow should begin within a couple of minutes.
  2. Set the call schedule. Once you've added your team, you'll want to set the schedule for when they can receive calls. This way, nobody will receive a call outside of work hours.

Common Questions

How do I send calls to different teams?

You can do this by setting up multiple instances of the zBuyer integration. Pick a unique team for each integration on the Routing tab, and forward the corresponding leads to each integration's email address.

Does Callingly send anything back to zBuyer?

No. zBuyer is a one-way integration — Callingly receives your leads and starts calling, but no call data is sent back to zBuyer.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us