Connect Callingly and Zendesk Support 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!
List All Tickets
Add Comment to Ticket
Add Tags to Ticket
Create Or Update Organization
Create or Update Customer
Remove Tags From Ticket
Update Ticket
Create Ticket
Find Latest Ticket Comment
List Ticket Comments
List Agents
Find or List Groups
Delete Customers
List All Organizations
List All Customers
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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 Organization Created or Updated
Runs when organization changes
New Customer Created or Updated
Runs when a new user is created in Zendesk Support.
Tag Added To Customer
Runs when tag is added to Customer
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
List All Tickets
List all support tickets
Add Comment to Ticket
Adds a comment to an existing ticket.
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Frequently Asked Questions
To start, connect both your Callingly and Zendesk Support accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Zendesk Support (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Zendesk Support. This includes choosing which data fields go into which fields of Zendesk Support, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Zendesk Support 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 Zendesk Support. 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 Zendesk Support
Zendesk Support is a customer service platform designed to create better customer relationships. It lets businesses offer support, scale with self-service options, and differentiate with proactive engagement.
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