
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated

Automatically do this!
Create Account
Create Contact
Create Deal
Create Task
Update Account
Find Contacts
Update Contact
Update Deal
Search People using email id
Company Enrichment
List All Deals
Search Sequences
Add Contacts To Sequence
Update Contact Status in a Sequence
Search Accounts
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when call ends
Runs when new lead is created
Runs when lead is tagged or its status is updated.
Runs when a new account is created in Apollo.
Runs when a new contact is created in Apollo.
Runs when an existing contact is updated.
Action is the task that follows automatically within your Callingly integrations.
Create a new client and return the client's details.
Connect a lead to the first available team member by phone.
Create or update a lead and schedule your team to call them at a chosen time.
Create a new team
Creates a new account in Apollo using the details you provide.
Creates a new contact in your team's Apollo account.

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To start, connect both your Callingly and Apollo accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Apollo (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Apollo. This includes choosing which data fields go into which fields of Apollo, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Apollo 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 Apollo. 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 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 MoreApollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
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