Integrations Callingly Sales Simplify
Callingly + Sales Simplify

Connect Callingly and Sales Simplify to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

Sales Simplify

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Enable Integrations or automations with these events of Callingly and Sales Simplify

Enable Integrations or automations with these events of Callingly and Sales Simplify

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.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Callingly and Sales Simplify 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 Simplify?

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 Simplify?

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

About Sales Simplify

An all-in-one sales automation and engagement platform with built-in CRM and cloud communication channels.

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