
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Callingly and ShipIt Product Planning
Creates a new client.
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Create a team.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Callingly and ShipIt Product Planning accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in ShipIt Product Planning (or vice versa).
Absolutely. You can customize how Callingly data is recorded in ShipIt Product Planning. This includes choosing which data fields go into which fields of ShipIt Product Planning, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and ShipIt Product Planning 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 ShipIt Product Planning. 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 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 MoreShipit is a product roadmap planning app. It provides a quarterly roadmap framework. You can manage and prioritise roadmap items for upcoming calendar quarters and for various product lines.
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