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

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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.
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
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To start, connect both your Callingly and Crowdsignal accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Crowdsignal (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Crowdsignal. This includes choosing which data fields go into which fields of Crowdsignal, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Crowdsignal 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 Crowdsignal. 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 MoreCrowdsignal is a versatile platform for creating surveys, polls, and quizzes to gather feedback and insights from your audience. It offers customizable options to tailor your data collection to specific needs, making it ideal for businesses, educators, and researchers.
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