Integrations Callingly Survey Mechanics
Callingly + Survey Mechanics

Connect Callingly and Survey Mechanics to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

Survey Mechanics

Automatically do this!

Enable Integrations or automations with these events of Callingly and Survey Mechanics

Enable Integrations or automations with these events of Callingly and Survey Mechanics

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.

Request a new Action for Callingly

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Callingly and Survey Mechanics?

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

Can we customize how data from Callingly is recorded in Survey Mechanics?

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

How often does the data sync between Callingly and Survey Mechanics?

The data sync between Callingly and Survey Mechanics 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 Survey Mechanics?

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 Survey Mechanics?

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

Learn More
Survey Mechanics

About Survey Mechanics

This is a test app built on behalf of Survey Mechanics to integrate the data captured through surveys in their platform to other APIs through Zaps.

Learn More