Connect Callingly and Crunchbase to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Callingly
Choose an Action
Automatically do this!
- Request a new Action for Crunchbase
Enable Integrations or automations with these events of Callingly and Crunchbase
Enable Integrations or automations with these events of Callingly and Crunchbase
Actions
Create Client
Create a new client in Callingly using the supplied contact details and return the created client's information.
Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Create Team
Create a team.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Callingly and Crunchbase accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Crunchbase (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Crunchbase. This includes choosing which data fields go into which fields of Crunchbase, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Crunchbase 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 Crunchbase. 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.
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 MoreAbout Crunchbase
Crunchbase is a leading platform for discovering business information about private and public companies. It provides insights into company details, funding information, mergers and acquisitions, and industry trends, making it an essential tool for investors, entrepreneurs, and business professionals.
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