Connect Callingly and Trafft to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Choose an Action
Automatically do this!
Create Booking
List All Services
Create Customer
Ready to use Callingly and Trafft automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Call Ends
Runs when call ends
New Lead Is Created
Runs when new lead is created
Lead Is Updated
Runs when lead is tagged or its status is updated.
Appointment Booked
Triggered when a appointment is booked in Trafft.
Appointment Canceled
Triggered when an appointment is canceled in Trafft.
Appointment Rescheduled
Triggered when an existing appointment is rescheduled in Trafft.
Do thisActions
Action is the task that follows automatically within your Callingly integrations.
Create Client
Create a new client and return the client's details.
Call Lead
Connect a lead to the first available team member by phone.
Schedule Call
Create or update a lead and schedule your team to call them at a chosen time.
Create Team
Create a new team
Create Booking
Creates a new bookings in Trafft.
List All Services
Retrieves a list of all services.
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Frequently Asked Questions
To start, connect both your Callingly and Trafft accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Trafft (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Trafft. This includes choosing which data fields go into which fields of Trafft, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Trafft 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 Trafft. 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 Trafft
Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.
Learn More
