Connect Callingly and Close to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Callingly and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Call Ends

Call Ends

Runs when call ends

New Lead Is Created

New Lead Is Created

Runs when new lead is created

Lead Is Updated

Lead Is Updated

Runs when lead is tagged or its status is updated.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

Do thisActions

Action is the task that follows automatically within your Callingly integrations.

Create Client

Create Client

Create a new client and return the client's details.

Call Lead

Call Lead

Connect a lead to the first available team member by phone.

Schedule Call

Schedule Call

Create or update a lead and schedule your team to call them at a chosen time.

Create Team

Create Team

Create a new team

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

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Frequently Asked Questions

How do I start an integration between Callingly and Close?

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

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

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

How often does the data sync between Callingly and Close?

The data sync between Callingly and Close 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 Close?

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 Close?

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

Learn More
Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

Learn More