Connect Callingly and Truconversion Connect 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!
- Request a new Action for Truconversion Connect
Enable Integrations or automations with these events of Callingly and Truconversion Connect
Enable Integrations or automations with these events of Callingly and Truconversion Connect
Triggers
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.
Actions
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
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Frequently Asked Questions
To start, connect both your Callingly and Truconversion Connect accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Truconversion Connect (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Truconversion Connect. This includes choosing which data fields go into which fields of Truconversion Connect, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Truconversion Connect 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 Truconversion Connect. 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 Truconversion Connect
Integrate TruConversion and get results in your favorite App. You get access to all the best conversion optimization and analytics tools including Heatmaps, Visitor Session Recordings, Conversion funnels, MicroSurvey, Customer Surveys and Form Analytics.
Learn More
