Connect Callingly and orbitai to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

orbitai

Automatically do this!

Enable Integrations or automations with these events of Callingly and orbitai

Enable Integrations or automations with these events of Callingly and orbitai

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 orbitai?

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

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

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

How often does the data sync between Callingly and orbitai?

The data sync between Callingly and orbitai 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 orbitai?

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 orbitai?

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

About orbitai

OrbitAI helps companies make the most of their customer data. Manage product strategy, user research, customer feedback and start building better products today.

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