Connect Callingly and Plecto to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

Plecto

Automatically do this!

Enable Integrations or automations with these events of Callingly and Plecto

Enable Integrations or automations with these events of Callingly and Plecto

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.

Create a New Registration

Create a New Registration

Creates New Registration in Plecto.

Delete API Registration

Delete API Registration

Delete a API Registration.

Add Employee

Add Employee

Add a new employee to the plecto

Request a new Action for Callingly

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Frequently Asked Questions

How do I start an integration between Callingly and Plecto?

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

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

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

How often does the data sync between Callingly and Plecto?

The data sync between Callingly and Plecto 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 Plecto?

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 Plecto?

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

About Plecto

Integrate with Plecto to enhance your data visualization and performance tracking. Seamlessly connect your applications to Plecto's powerful dashboard and reporting tools to monitor key metrics and drive business success.

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