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

Automatically do this!
Sending a bot
Removing a Bot
Get Meetings
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.
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
Send AI bots to meetings
Remove a bot from an ongoing meeting using the API

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To start, connect both your Callingly and Meeting BaaS accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Meeting BaaS (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Meeting BaaS. This includes choosing which data fields go into which fields of Meeting BaaS, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Meeting BaaS 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 Meeting BaaS. 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 MoreMeeting BaaS is a comprehensive platform designed to streamline and enhance the process of organizing, scheduling, and conducting meetings. It offers a suite of tools to facilitate seamless communication, collaboration, and documentation, making it an ideal solution for businesses and teams looking to improve their meeting efficiency and productivity.
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