Get your team on the phone faster with Callingly!  

How it Works

Tag a lead, and Callingly starts calling (and texting)

Connect Callingly and Follow Up Boss with a few clicks, and you’re ready to start. Just tag a lead in Follow Up Boss – it syncs to Callingly, calls your team, and dials the lead. Plus, it will automatically text the lead, letting them know to expect a call from you any second. You can then configure automatic retires, follow-ups, individual availability schedules, and priorities for each agent so that the right person gets the call at the right time. 

Include smart texting in your outreach flows

Callingly will automatically send your lead a message before your call (helping with answer rates). Or, if your team is unavailable, the lead will get a different message. After every call attempt, if the lead doesn’t pick up, Callingly can automatically text them as well. If the lead replies, you can converse with them right inside of FUB using the Callingly Inbox App.

Use Follow Up Boss Automations to control who is called and when

Your call flow is under your complete control right from Follow Up Boss. You can assign leads to different agents or teams, only call your most valuable leads, set priority lead sources, and more.

Every call is recorded and saved in Follow Up Boss

Callingly records every call and syncs it back to Follow Up Boss so that you have a complete record of every conversation. Your agents can even disposition the result right on the phone so you know the outcome at a glance.

Automatically assign Lead Owners, Tags, and even Stages right from the phone

Automatically assign Lead Owners, Tags, and even Stages right from the phoneCallingly lets your agents automatically tag and set your lead’s stages on the phone right after the call. All these are then synced back to Follow Up Boss so that your data is always up to date and your automations can run immediately.

You can even automatically assign the lead to the agent that called them, rewarding the fastest members of your team.

How to Integrate 

Note: The owner of the account must complete the API integration.

1. Create a Follow Up Boss API Key by going to Admin > API

2. Select Create API Key 

3. Name the API Key Callingly > Create API Key

4. Press Copy 

Note: The API key will be used in step 7. 

5. Go to Admin > Integrations

6. Scroll down to Inbox Apps > Callingly 

7. Click Install

8. Log in to your Callingly dashboard

9. Navigate to the Integrations page

10. Locate the Follow Up Boss Integration and select Connect

Note: A side panel will open on the right side of the screen.

11. Paste your FUB API Key 

12. Select Install Integration 

To configure tags, settings, action plans, and call syncing, check out Callingly's help guide.