Connect Callingly and Sales Play to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

Sales Play

Automatically do this!

Ready to use Callingly and Sales Play automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Call Ends

Call Ends

Runs when call ends

New Lead Is Created

New Lead Is Created

Runs when new lead is created

Lead Is Updated

Lead Is Updated

Runs when lead is tagged or its status is updated.

Request a new Trigger for Callingly

Do thisActions

Action is the task that follows automatically within your Callingly integrations.

Create Client

Create Client

Create a new client and return the client's details.

Call Lead

Call Lead

Connect a lead to the first available team member by phone.

Schedule Call

Schedule Call

Create or update a lead and schedule your team to call them at a chosen time.

Create Team

Create Team

Create a new team

Find Categories

Find Categories

Find the list of categories from SalesPlay POS.

Create or update a category

Create or update a category

create or update a category from SalesPlay POS.

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Frequently Asked Questions

How do I start an integration between Callingly and Sales Play?

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

Can we customize how data from Callingly is recorded in Sales Play?

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

How often does the data sync between Callingly and Sales Play?

The data sync between Callingly and Sales Play 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 Sales Play?

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 Sales Play?

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

About Sales Play

SalesPlay is a comprehensive cloud-based point of sale (POS) system designed to streamline sales processes, manage inventory, and enhance customer experiences. Ideal for businesses of all sizes, SalesPlay offers robust features including real-time sales tracking, detailed reporting, and seamless integration with various payment gateways.

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