Connect Callingly and Apptivo CRM
Integrate Callingly with Apptivo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Callingly + Apptivo CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Callingly
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Choose an action
Apptivo CRM
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
List Opportunities from Apptivo CRM when Call Ends in Callingly
Use this flowList Cases from Apptivo CRM when Call Ends in Callingly
Use this flowList Leads from Apptivo CRM when Call Ends in Callingly
Use this flowList Customers from Apptivo CRM when Call Ends in Callingly
Use this flowList Contacts from Apptivo CRM when Call Ends in Callingly
Use this flowSearch Leads by Email ID in Apptivo CRM when Call Ends in Callingly
Use this flowCreate Contact in Apptivo when Call Ends in Callingly
Use this flowList Opportunities from Apptivo CRM when New Lead Is Created in Callingly
Use this flowList Cases from Apptivo CRM when New Lead Is Created in Callingly
Use this flowList Leads from Apptivo CRM when New Lead Is Created in Callingly
Use this flowSupported Triggers & Actions
Everything you can automate between Callingly and Apptivo CRM.
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.
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 Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Callingly and Apptivo CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Callingly and Apptivo CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Apptivo CRM. No coding required.
Yes. You can set up a workflow where Callingly triggers actions in Apptivo CRM, and a separate workflow where Apptivo CRM triggers actions in Callingly. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Callingly and Apptivo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Callingly and Apptivo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
