Connect Callingly and SendGrid to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

SendGrid

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Enable Integrations or automations with these events of Callingly and SendGrid

Enable Integrations or automations with these events of Callingly and SendGrid

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.

Create or Update Contact

Create or Update Contact

This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.

Add Recipient to SendGrid

Add Recipient to SendGrid

Add a Recipient to SendGrid List.

Add a Single Recipient to a List

Add a Single Recipient to a List

Adds an existing recipient to a specified SendGrid contact list.

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Frequently Asked Questions

How do I start an integration between Callingly and SendGrid?

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

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

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

How often does the data sync between Callingly and SendGrid?

The data sync between Callingly and SendGrid 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 SendGrid?

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 SendGrid?

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

About SendGrid

SendGrid, a Twilio service, offers cloud-based solutions to facilitate email marketing campaigns, transactional emails, and direct email communication through API, SMTP Relay, and Marketing Campaigns interface.

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