Connect Callingly and OpnForm to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission Created
Runs when new submission is created
Do thisActions
Action is the task that follows automatically within your Callingly integrations.
Create Client
Create a new client in Callingly using the supplied contact details and return the created client's information.
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.
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Frequently Asked Questions
To start, connect both your Callingly and OpnForm accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in OpnForm (or vice versa).
Absolutely. You can customize how Callingly data is recorded in OpnForm. This includes choosing which data fields go into which fields of OpnForm, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and OpnForm 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 OpnForm. 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 OpnForm
Opnform is a versatile platform designed to streamline the creation and management of online forms and surveys. It offers intuitive tools for building custom forms, collecting responses, and analyzing data efficiently.
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