IntegrationsCallinglyAgiled
Callingly + Agiled

Connect Callingly and Agiled to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

Agiled

Automatically do this!

Enable Integrations or automations with these events of Callingly and Agiled

Enable Integrations or automations with these events of Callingly and Agiled

Actions

Create Client

Create Client

Creates a new client.

Call Lead

Call Lead

Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.

Create Team

Create Team

Create a team.

Add Product

Add Product

Use this action to add products in agiled.app

Add Project

Add Project

Use this action to add Projects in agiled.app

Create Contact

Create Contact

Create a contact with role lead

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Frequently Asked Questions

How do I start an integration between Callingly and Agiled?

To start, connect both your Callingly and Agiled accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Agiled (or vice versa).

Can we customize how data from Callingly is recorded in Agiled?

Absolutely. You can customize how Callingly data is recorded in Agiled. This includes choosing which data fields go into which fields of Agiled, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Callingly and Agiled?

The data sync between Callingly and Agiled typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Callingly to Agiled?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Callingly and Agiled?

Yes, you can set conditional logic to control the flow of data between Callingly and Agiled. 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.

Callingly

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.

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Agiled

About Agiled

Agiled.app is a comprehensive business and work management platform designed to help users manage their entire business operations in one place. It integrates several key functionalities, including Customer Relationship Management (CRM), Human Resource Management (HRM), financial management, project and task management, contracts, and professional proposals.

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