Connect Callingly and Zoom to Build Intelligent Automations

Choose a Trigger

Callingly

When this happens...

Choose an Action

Zoom

Automatically do this!

Ready to use Callingly and Zoom automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Call Ends

Call Ends

Runs when call ends

New Lead Is Created

New Lead Is Created

Runs when new lead is created

Lead Is Updated

Lead Is Updated

Runs when lead is tagged or its status is updated.

New Meeting

New Meeting

Triggers when a new Zoom meeting is created.

New Meeting Registrant

New Meeting Registrant

Triggers when a new registrant is added to a meeting.

Request a new Trigger for Callingly

Do thisActions

Action is the task that follows automatically within your Callingly integrations.

Create Client

Create Client

Create a new client and return the client's details.

Call Lead

Call Lead

Connect a lead to the first available team member by phone.

Schedule Call

Schedule Call

Create or update a lead and schedule your team to call them at a chosen time.

Create Team

Create Team

Create a new team

Create a Meeting

Create a Meeting

Creates a meeting for a user

Get a Meeting

Get a Meeting

Returns the details of the meeting by meeting ID

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Frequently Asked Questions

How do I start an integration between Callingly and Zoom?

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

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

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

How often does the data sync between Callingly and Zoom?

The data sync between Callingly and Zoom 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 Zoom?

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 Zoom?

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

About Zoom

Zoom is a cloud-based video conferencing service you can use to virtually meet with others - either by video or audio-only or both, all while conducting live chats - and it lets you record those sessions to view later.

Learn More