Connect Callingly and jobtread to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

jobtread

Automatically do this!

Enable Integrations or automations with these events of Callingly and jobtread

Enable Integrations or automations with these events of Callingly and jobtread

Triggers

Call Ends

Call Ends

Runs when call ends

New Lead Is Created

New Lead Is Created

Runs when new lead is created

Lead Is Updated

Lead Is Updated

Runs when lead is tagged or its status is updated.

Request a new Trigger for Callingly

Actions

Create Client

Create Client

Create a new client and return the client's details.

Call Lead

Call Lead

Connect a lead to the first available team member by phone.

Schedule Call

Schedule Call

Create or update a lead and schedule your team to call them at a chosen time.

Create Team

Create Team

Create a new team

Request a new Action for Callingly

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Frequently Asked Questions

How do I start an integration between Callingly and jobtread?

To start, connect both your Callingly and jobtread accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in jobtread (or vice versa).

Can we customize how data from Callingly is recorded in jobtread?

Absolutely. You can customize how Callingly data is recorded in jobtread. This includes choosing which data fields go into which fields of jobtread, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Callingly and jobtread?

The data sync between Callingly and jobtread typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Callingly to jobtread?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Callingly and jobtread?

Yes, you can set conditional logic to control the flow of data between Callingly and jobtread. 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

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.

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jobtread

About jobtread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Learn More