Connect Callingly and Guidebook to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Choose an Action
Automatically do this!
Update a Guide
Create a Custom List Item
Create a Custom List
Create Menu Item
Create Attendees
Connect Item to Main Custom List
Create a Session
Update a Session
Delete a Session
Create a Folder
Create Schedule Track
Create Video
Create Webviews
Create Location
Create Question Set
Ready to use Callingly and Guidebook automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Call Ends
Runs when call ends
New Lead Is Created
Runs when new lead is created
Lead Is Updated
Runs when lead is tagged or its status is updated.
New Guide
Trigger when a new guide is created.
New Attendee(s)
Trigger when a new new attendee is created.
New Menu Item
Trigger when new menu item is created.
Do thisActions
Action is the task that follows automatically within your Callingly integrations.
Create Client
Create a new client and return the client's details.
Call Lead
Connect a lead to the first available team member by phone.
Schedule Call
Create or update a lead and schedule your team to call them at a chosen time.
Create Team
Create a new team
Update a Guide
Update an existing guide
Create a Custom List Item
Creates a Custom List Item for your Guide.
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Frequently Asked Questions
To start, connect both your Callingly and Guidebook accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Guidebook (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Guidebook. This includes choosing which data fields go into which fields of Guidebook, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Guidebook 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 Guidebook. 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 Guidebook
Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.
Learn More
