Connect Callingly and Heartbeat 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!
Add user to group
Create a Group
Remove User from Group
Find User
Create a Channel
Create a Thread
Create a Comment
Create a Event
Deactivate User
Invite Users
Send Direct Message
Create User
List users
Get User
Get Notification
List Channel Categories
List Channels
Get Channel Thread
Get Thread
List Events
List Invitations
List Roles
List Groups
Ready to use Callingly and Heartbeat 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 Event
Triggers when new events are created.
New Thread
Triggers when the new thread is created.
On group join
Triggers when a user joins a group
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
Add user to group
Add members to a group.
Create a Group
Creates a new Group in your Heartbeat community.
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Frequently Asked Questions
To start, connect both your Callingly and Heartbeat accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Heartbeat (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Heartbeat. This includes choosing which data fields go into which fields of Heartbeat, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Heartbeat 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 Heartbeat. 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 Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
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