Connect Callingly and SmartSuite to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Callingly
Choose an Action
Automatically do this!
Update a Record
Find Many Records
List All Teams
List Comments
List Tables
List Solutions
List Members
Enable Integrations or automations with these events of Callingly and SmartSuite
Enable Integrations or automations with these events of Callingly and SmartSuite
Actions
Create Client
Create a new client in Callingly using the supplied contact details and return the created client's information.
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 a team.
Update a Record
Updates an existing record in SmartSuite.
Find Many Records
Find multiple records by field match or SmartSuite search syntax.
List All Teams
list all the teams
Explore more automations built by businesses and experts
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your Callingly and SmartSuite accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in SmartSuite (or vice versa).
Absolutely. You can customize how Callingly data is recorded in SmartSuite. This includes choosing which data fields go into which fields of SmartSuite, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and SmartSuite 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 SmartSuite. 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 SmartSuite
SmartSuite is a comprehensive platform designed to streamline business processes and enhance productivity. It offers a suite of tools for project management, collaboration, and workflow automation, making it an ideal solution for businesses looking to optimize their operations.
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