Connect Callingly and Pipl.ai 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!
Add a new workspace
Create a new campaign
List all campaigns
Get campaign status
Get campaign email accounts
Set campaign name
Pause campaign
Add leads to a campaign
Delete leads from a campaign
Lead Update
Adds Emails to the blocklist
Ready to use Callingly and Pipl.ai 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.
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
Add a new workspace
Adds a new workspace to Pipl.ai using an existing workspace ID for reference.
Create a new campaign
Creates a new campaign under a specified workspace.
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Frequently Asked Questions
To start, connect both your Callingly and Pipl.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Pipl.ai (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Pipl.ai. This includes choosing which data fields go into which fields of Pipl.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Pipl.ai 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 Pipl.ai. 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 Pipl.ai
Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.
Learn More
