Connect Callingly and ProAct to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Callingly
Choose an Action
Automatically do this!
- Request a new Action for ProAct
Enable Integrations or automations with these events of Callingly and ProAct
Enable Integrations or automations with these events of Callingly and ProAct
Actions
Create Client
Creates a new client.
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 ProAct accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in ProAct (or vice versa).
Absolutely. You can customize how Callingly data is recorded in ProAct. This includes choosing which data fields go into which fields of ProAct, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and ProAct 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 ProAct. 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 ProAct
ProAct is a productivity and workflow management tool designed to help teams streamline tasks, track progress, and collaborate effectively. It offers features such as task assignment, real-time updates, customizable dashboards, and reporting tools to enhance efficiency and accountability across projects.
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