Connect Callingly and successeve to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

successeve

Automatically do this!

Enable Integrations or automations with these events of Callingly and successeve

Enable Integrations or automations with these events of Callingly and successeve

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.

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Frequently Asked Questions

How do I start an integration between Callingly and successeve?

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

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

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

How often does the data sync between Callingly and successeve?

The data sync between Callingly and successeve 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 successeve?

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 successeve?

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

About successeve

Successeve is a customer lifecycle management software that helps companies increase customer conversion, retention, and expansion.

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