Enable Integrations or automations with these events of Callingly and vtiger
Create a new client in Callingly using the supplied contact details and return the created client's information.
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Create a team.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Callingly and vtiger accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in vtiger (or vice versa).
Absolutely. You can customize how Callingly data is recorded in vtiger. This includes choosing which data fields go into which fields of vtiger, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and vtiger 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 vtiger. 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 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 MoreVtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.
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