Connect Callingly and Leadsquared to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Callingly
Choose an Action
Automatically do this!
Create a new lead
Find a lead by email id
Find a lead by phone
Create activity on a lead
Enable Integrations or automations with these events of Callingly and Leadsquared
Enable Integrations or automations with these events of Callingly and Leadsquared
Actions
Create Client
Creates a new client.
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 a team.
Create a new lead
Create a lead in LeadSquared
Find a lead by email id
Find a lead using email id
Find a lead by phone
Find a lead using phone number
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Frequently Asked Questions
To start, connect both your Callingly and Leadsquared accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Leadsquared (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Leadsquared. This includes choosing which data fields go into which fields of Leadsquared, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Leadsquared 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 Leadsquared. 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 Leadsquared
Leadsquared is a comprehensive marketing automation and CRM platform designed to help businesses streamline their lead management, sales automation, and customer engagement processes.
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