
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Automatically do this!
Send Email
Add or Remove Label to Email
Reply to Email
Get Thread Replies
Search Gmail Messages
Get Email Attachment
Create Gmail Draft
List all Mails
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.
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
Runs when new email arrives
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
send a new email message.
Add or remove a label on a specific email or the first email that matches a subject or sender.

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To start, connect both your Callingly and Gmail accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Gmail (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Gmail. This includes choosing which data fields go into which fields of Gmail, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Gmail 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 Gmail. 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 MoreGmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.
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