Connect Callingly and Crystal Ball to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Callingly
Choose an Action
Automatically do this!
List Annotations
Create Annotation in Crystal Ball
Delete Annotation
Change Annotation
Enable Integrations or automations with these events of Callingly and Crystal Ball
Enable Integrations or automations with these events of Callingly and Crystal Ball
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.
List Annotations
List of all available Annotations in the cluster.
Create Annotation in Crystal Ball
Add an annotation in your account for an event.
Delete Annotation
Delete an annotation in your account for an event.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Callingly and Crystal Ball accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Crystal Ball (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Crystal Ball. This includes choosing which data fields go into which fields of Crystal Ball, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Crystal Ball 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 Crystal Ball. 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 Crystal Ball
Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.
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