Connect Callingly and salt to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

salt

Automatically do this!

Enable Integrations or automations with these events of Callingly and salt

Enable Integrations or automations with these events of Callingly and salt

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 salt?

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

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

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

How often does the data sync between Callingly and salt?

The data sync between Callingly and salt 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 salt?

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 salt?

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

About salt

SALT is a digital insurance application for independent insurance agents.

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