Connect Callingly and Search and Save 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 Search and Save
Enable Integrations or automations with these events of Callingly and Search and Save
Enable Integrations or automations with these events of Callingly and Search and Save
Actions
Create Client
Create a new client and return the client's details.
Call Lead
Call a lead and connect the first available team member to the lead's phone number.
Create Team
Create a new team
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Frequently Asked Questions
To start, connect both your Callingly and Search and Save accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Search and Save (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Search and Save. This includes choosing which data fields go into which fields of Search and Save, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Search and Save 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 Search and Save. 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 Search and Save
The Search & Save system is a Medicare quoting system and CRM for agents use only.
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