Connect Callingly and legalsite to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

legalsite

Automatically do this!

Enable Integrations or automations with these events of Callingly and legalsite

Enable Integrations or automations with these events of Callingly and legalsite

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.

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Frequently Asked Questions

How do I start an integration between Callingly and legalsite?

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

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

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

How often does the data sync between Callingly and legalsite?

The data sync between Callingly and legalsite 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 legalsite?

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 legalsite?

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

About legalsite

LegalSite is a drop in legal & privacy department for your website. Protected against legal risks, privacy compliant and always up-to-date with the latest regulatory developments.

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