Integrations Callingly Aisle Planner
Callingly + Aisle Planner

Connect Callingly and Aisle Planner to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

Aisle Planner

Automatically do this!

Enable Integrations or automations with these events of Callingly and Aisle Planner

Enable Integrations or automations with these events of Callingly and Aisle Planner

Actions

Create Client

Create Client

Create a new client in Callingly using the supplied contact details and return the created client's information.

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.

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Frequently Asked Questions

How do I start an integration between Callingly and Aisle Planner?

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

Can we customize how data from Callingly is recorded in Aisle Planner?

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

How often does the data sync between Callingly and Aisle Planner?

The data sync between Callingly and Aisle Planner 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 Aisle Planner?

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 Aisle Planner?

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

About Aisle Planner

Aisle Planner started with the idea that there was a better way to plan weddings - that wedding professionals could have all of the wedding planning and client management tools they need, all in one reliable place. With everything from lead management and booking tools to checklists, day-of timelines and a guest manager, Aisle Planner has what wedding industry pros need to book clients quickly and manage the million and one details that come with the job.

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