
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated

Automatically do this!
Get all Accounts
Find Profile
Create Profile
Create List
Add Profile to a List
Remove Profile from List
Update a Profile
Subscribe Profile
Send Campaign
Get catalog categories
List Catalog Items
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.
Trigger when new profile is created.
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
Get an existing account details
Get a existing profile details by its Phone number.

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To start, connect both your Callingly and Klaviyo accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Klaviyo (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Klaviyo. This includes choosing which data fields go into which fields of Klaviyo, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Klaviyo 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 Klaviyo. 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 MoreKlaviyo is a powerful email and SMS marketing automation platform designed to help businesses grow by leveraging data-driven marketing strategies. It enables users to create personalized and targeted campaigns, track customer behavior, and analyze performance metrics to optimize marketing efforts.
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