Connect Callingly and Microsoft Outlook to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Choose an Action
Automatically do this!
Create Contact
Create Draft Email
Create Calendar Event
Delete Calendar Event
Send Email
Update Contact
Find Contact
Get User Details
Get All Contact Folders
Get All Messages
Get All Events
Get All Contacts
Get All Mail Folders
Get All Mail Folder Delta
Get all Attachments
Ready to use Callingly and Microsoft Outlook automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Call Ends
Runs when call ends
New Lead Is Created
Runs when new lead is created
Lead Is Updated
Runs when lead is tagged or its status is updated.
New Contact Is Created
Runs when new contact is created
New Email
Triggers when new email is created.
Do thisActions
Action is the task that follows automatically within your Callingly integrations.
Create Client
Create a new client and return the client's details.
Call Lead
Connect a lead to the first available team member by phone.
Schedule Call
Create or update a lead and schedule your team to call them at a chosen time.
Create Team
Create a new team
Create Contact
Create a new contact.
Create Draft Email
Create a new draft email
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Step by step guides to integrate Callingly and Microsoft Outlook
Frequently Asked Questions
To start, connect both your Callingly and Microsoft Outlook accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Microsoft Outlook (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Microsoft Outlook. This includes choosing which data fields go into which fields of Microsoft Outlook, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Microsoft Outlook 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 Microsoft Outlook. 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 Microsoft Outlook
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
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