Connect Callingly and Lancepilot to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

Lancepilot

Automatically do this!

Enable Integrations or automations with these events of Callingly and Lancepilot

Enable Integrations or automations with these events of Callingly and Lancepilot

Actions

Create Client

Create Client

Create a new client in Callingly using the supplied contact details and return the created client's information.

Call Lead

Call Lead

Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.

Create Team

Create Team

Create a team.

Send Template Message

Send Template Message

Send a whatsapp template message using phone number.

Request a new Action for Callingly

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Frequently Asked Questions

How do I start an integration between Callingly and Lancepilot?

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

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

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

How often does the data sync between Callingly and Lancepilot?

The data sync between Callingly and Lancepilot 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 Lancepilot?

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 Lancepilot?

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

About Lancepilot

Lancepilot is a comprehensive platform designed to streamline project management and enhance productivity for freelancers and small teams. It offers tools for task management, time tracking, and collaboration, making it easier to manage projects efficiently and meet deadlines.

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