Hi everyone, I’m trying to connect Callin.io with Make so that after my agent finishes a call, automated actions can run, like sending a follow-up email or saving the lead into my CRM. I noticed there’s an option in Actions > Make inside the platform, but I don’t fully understand the process. Do I need to create a Task in Callin.io first and then link it in Make, or can it be done directly from Make? If anyone has already set this up, could you explain the steps clearly?
When I first tried to set this up, I was also a bit confused about the order of steps. Here’s exactly how I configured it so that Callin.io triggers calls from Make using data coming in from something like Google Sheets.
1. Connect Callin.io with Make
Go to your Callin.io account, open the Actions section, and find the Make.com card. Just click Connect and link your Make account. Once that’s done, Callin.io will appear as an app inside Make.
2. Configure your agent in Callin.io
Before going to Make, make sure you already have an agent set up in Callin.io. Here you define things like:
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Whether or not calls will be recorded.
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The number of retries and the delay between them.
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The welcome prompt delay (in milliseconds).
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The webhook URL ,which lets you send call data into Make.
3. Create the scenario in Make
Now go into Make and create a new Scenario. In my case, I connected it with Google Sheets, so that whenever a new phone number is added, the flow runs. I used a router and a number validation step before passing the action to Callin.io.
4. Configure the Callin.io module in Make
Inside the scenario, add the Callin.io module with the Activate an Agent action. Here’s what you need to fill out:
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Connection: the connection you created between Callin.io and Make.
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Phone: the number in E.164 format (for example, +14155552671).
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Full Name and Email: optional fields to pass into the agent.
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Select an Agent: choose the agent you already set up in Callin.io.
This is the key step because it’s where everything connects: the data from Google Sheets becomes a live call made by your Callin.io agent.
5. Test and activate
Once you have everything in place, click Run once in Make to test it. If it works (the agent makes a test call with the number), you can activate the scenario, and from that point on it will run automatically.
Summary
The right order is:
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Connect Callin.io with Make from the Actions tab.
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Properly configure your agent in Callin.io.
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Create the scenario in Make with Google Sheets (or whichever source you use).
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Configure the Callin.io module with the agent and data.
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Test it and activate.
Once you see it working the first time, it’s actually pretty straightforward. The best part is that every new lead coming in can now trigger a call automatically, without you having to touch anything manually.