Connect Callingly and Sukam Apps CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Choose an Action
Automatically do this!
Create a Lead
Create Contact
Create Account
Create Ticket
Create Opportunity
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Call Ends
Runs when call ends
New Lead Is Created
Runs when new lead is created
Lead Is Updated
Runs when lead is tagged or its status is updated.
New Lead Is Added
Runs when new lead is added
Lead Updated
Triggers when a lead updates
Do thisActions
Action is the task that follows automatically within your Callingly integrations.
Create Client
Create a new client and return the client's details.
Call Lead
Connect a lead to the first available team member by phone.
Schedule Call
Create or update a lead and schedule your team to call them at a chosen time.
Create Team
Create a new team
Create a Lead
Add a new lead to your CRM
Create Contact
Add contact/lead with fields
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Frequently Asked Questions
To start, connect both your Callingly and Sukam Apps CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Sukam Apps CRM (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Sukam Apps CRM. This includes choosing which data fields go into which fields of Sukam Apps CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Sukam Apps CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Callingly and Sukam Apps CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Callingly
Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.
Learn MoreAbout Sukam Apps CRM
Sukam Apps CRM is an easy and powerful software designed to help your business grow. It is AI-powered and fully cloud-based, meaning you can manage your work from anywhere. Its main goal is to bring your Sales, Marketing, and Customer Support together in one place. With its advanced features, you can build stronger relationships with your customers, speed up your workflow, and boost your team's productivity. With Sukam Apps CRM, you can organize your business and run it the smart way.
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