Connect Customers.ai and Callingly to Build Intelligent Automations
Enable Integrations or automations with these events of Customers.ai and Callingly
Enable Integrations or automations with these events of Customers.ai and Callingly
Actions
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Create Client
Create a new client and return the client's details.
Call Lead
Call a lead and connect the first available team member to the lead's phone number.
Create Team
Create a new team
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Frequently Asked Questions
To start, connect both your Customers.ai and Callingly accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in Callingly (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in Callingly. This includes choosing which data fields go into which fields of Callingly, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and Callingly 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 Customers.ai and Callingly. 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 Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
Learn MoreAbout 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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