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Create integrations between Callingly and ShareFile
Create Client in Callingly when New File in ShareFile
Call Lead using Callingly when New File in ShareFile
Schedule Call with Callingly when New File in ShareFile
Create Team in Callingly when New File in ShareFile
Find Lead on Callingly when New File in ShareFile
Create Client in Callingly when New Client in ShareFile
Call Lead using Callingly when New Client in ShareFile
Schedule Call with Callingly when New Client in ShareFile
Create Team in Callingly when New Client in ShareFile
Find Lead on Callingly when New Client in ShareFile
Actions and Triggers
When this happensTriggers
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
Do thisActions
Create Client
Creates a new client.
Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Schedule Call
Creates or updates a Lead, schedules a call from your Team to the Lead at the specified time.
Create Team
Create a team.
Find Lead
Finds an existing lead.
Add Note
Adds a note in the chosen folder.
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Frequently Asked Questions
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 ShareFile
ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.
Learn More
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