Connect Callingly and maximizer to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

maximizer

Automatically do this!

Enable Integrations or automations with these events of Callingly and maximizer

Enable Integrations or automations with these events of Callingly and maximizer

Actions

Create Client

Create Client

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

Call Lead

Call Lead

Call a lead and connect the first available team member to the lead's phone number.

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 maximizer?

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

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

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

How often does the data sync between Callingly and maximizer?

The data sync between Callingly and maximizer 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 maximizer?

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 maximizer?

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

About maximizer

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

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