Connect Callingly and Pipeline CRM 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!
List Calender Entries
List Companies
List Deals
List Lead Sources
List Lead Statues
Search User by Email
Create Activity
Create Event
Create Task
Create Company
Create Deal
Create Person
Update Company
Update Deal
Update Person
Ready to use Callingly and Pipeline CRM 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 Company
Triggers when a new company is created in your PipelineDeals account.
New Deal
Triggers when a new deal is created in your Pipeline account.
New Person
Triggers when a new person is created in your Pipeline account.
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
List Calender Entries
Returns a list of calender entries
List Companies
Returns a list of all companies
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Frequently Asked Questions
To start, connect both your Callingly and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Pipeline CRM. This includes choosing which data fields go into which fields of Pipeline CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Pipeline CRM 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 Pipeline CRM. 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 Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
Learn More
