Connect Callingly and Drift to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Callingly
Choose an Action
Automatically do this!
Update Known Contact
Create or Update Contact From External
Find User by End User Id
Find User by Anonymous Id
Enable Integrations or automations with these events of Callingly and Drift
Enable Integrations or automations with these events of Callingly and Drift
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.
Update Known Contact
Updates an existing contact.
Create or Update Contact From External
Creates or updates a contact.
Find User by End User Id
Lookup User information by their end user id.
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Frequently Asked Questions
To start, connect both your Callingly and Drift accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Drift (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Drift. This includes choosing which data fields go into which fields of Drift, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Drift 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 Drift. 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 Drift
Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.
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