Callingly + Aircall: Connecting Businesses to Customers
Speed is everything in sales. In fact, how quickly a representative can get on a call with a lead is one of the most crucial predictors of sales success.
The challenge is, tracking your sales team’s lead response time and ensuring every lead is called quickly isn’t easy. From the first contact to that initial call—keeping track of who did what (and when) is time-consuming.
Callingly, a self-described “small and scrappy” start-up, saw this as an opportunity to help sales teams streamline their workflow, reduce response times, and close deals faster.
“Callingly automatically helps get your salespeople on the phone with every new lead that comes in within seconds so that your prospects are delighted and your sales team is more successful.” - Leon Klepfish, CEO Callingly.
Now, having secured a round of funding from Earnest Capital and reached their 250th customer, they’re taking their solution to the big leagues. By focusing on speeding up sales team reaction time, Callingly ensures that every lead gets a guaranteed call.
A Meeting of Minds
It’s no surprise that two companies determined to make phone calls smarter for their customers would see an opportunity to collaborate.
But that’s not the whole story.
Before Aircall entered the picture, Callingly was focused on helping one of their clients, Virtuagym. With an increasingly complex tech stack, Virtuagym needed help creating a workflow to support their growing team.
“We realised that the best way for Virtuagym to get the biggest benefit was to use Aircall.” - Leon Kelpfish
Six weeks and two developers later, this workflow evolved into the Callingly + Aircall integration.
Building The Process
Figuring out a multi-call flow on a product is complex. It’s even more difficult when you have to make it work across several products, all while keeping it intuitive and easy to use.
Fortunately, Callingly was up for the challenge.
“I’ve always enjoyed building integrations. Aircall has a great API which made the overall process very straightforward.” - Leon Klepfish
By tapping into Aircall’s API, Callingly was able to build their integration in just a few weeks. But building an integration is only half the battle. Making sure it’s valuable to your customers is essential.
Luckily, Callingly had a few customers who were already Aircall users and happy to test the integration. Each new version of the Callingly + Aircall integration received thorough customer feedback, ensuring users would be satisfied with the final result.
Callingly + Aircall
A true partnership means building on each other's strengths. With this integration, Callingly automates how the call is initiated, while Aircall uses its robust VoIP infrastructure to improve the quality of the phone call.
“It was really exciting because this was Callingly’s first integration where our partner (in this case, Aircall) is the telephony provider rather than the lead source.” - Leon Klepfish
Because Callingly is integrated with the business’s CRM, it can see when a new lead comes in. It then calls an agent on their Aircall number. When the agent answers, Callingly initiates an outbound call through Aircall to the lead.
This way, you can be sure that every single lead will get a call. And if your agents are available, this can happen in as little as 30 seconds.
Additionally, Callingly’s detailed analytics and call recording feature ensure you get your team’s performance on your dashboard after each call.
With all your tools working together, customers can see the biggest benefits of a seamlessly integrated stack: Faster response times, clearer calls, and higher close rates.
“We ensure that our client’s average response time is below that critical 5-minute threshold” - Leon Klepfish
While Callingly has been heavily focused on the Sales use case, they are also looking at how they can expand and help other teams improve their workflows. Currently, two integrations with Intercom and Helpshift are underway, which will have a stronger support focus.
How it works:
By syncing the technology between your CRM and phone provider, the Aircall + Callingly integration enables teams to streamline their entire phone communication stack and call a lead within 30 seconds. Here’s how:
First, connect to Aircall on your Callingly dashboard.
Next, set the preferences you want for incoming calls. You can choose which teams receive calls first, how calls are routed, which numbers they go to, and even the follow-up settings you’d like in place.
Finally, when your lead comes in through your CRM, Callingly detects it and calls an agent directly on their Aircall number. When the call is answered, Callingly instantly connects the agent to the lead through Aircall.
What if nobody is available to answer the phone? Simple. Set up a custom retry schedule and decide how many times it will keep trying before reaching an agent. If a lead comes in outside business hours, you can also set it to ring in the morning.
The visibility that Callingly provides on the dashboard is vital for teams. Sales managers can monitor who called the lead, how many calls were made, and the average response time.
The proof is in the pudding. Teams using this integration are already seeing reduced response times and more closed deals.
Your team can try the Callingly + Aircall integration too. After just a few minutes of set-up, you can be on your way to reducing the time it takes to close deals.
Next Steps
Aircall is continuing to expand its marketplace of integrations, making it easier for companies to integrate their tech stack and delight their customers.
If you’re ready to build with Aircall and join our app marketplace, our developer hub has all the tools you need to get started!