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

Automatically do this!
Add Subscriber
Unsubscribe
Create Draft Campaign
List Clients
Get Billing Details
Update a Subscriber
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.
Triggers when a new subscriber is added to a designated list.
Triggers when a subscriber unsubscribes from a list.
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
Adds a new subscriber to a specified list, including custom field data if provided.
Remove a subscriber from a list.

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To start, connect both your Callingly and Campaign Monitor accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Campaign Monitor (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Campaign Monitor. This includes choosing which data fields go into which fields of Campaign Monitor, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Campaign Monitor 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 Campaign Monitor. 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 MoreCampaign Monitor is a powerful email marketing platform designed to help businesses create, send, and optimize their email campaigns. With a user-friendly interface and robust features, it enables marketers to engage their audience effectively and drive better results.
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