Connect Drift and Callingly to Build Intelligent Automations

Choose a Trigger

Drift

When this happens...

Choose an Action

Callingly

Automatically do this!

Enable Integrations or automations with these events of Drift and Callingly

Enable Integrations or automations with these events of Drift and Callingly

Actions

Update Known Contact

Update Known Contact

Updates an existing contact.

Create or Update Contact From External

Create or Update Contact From External

Creates or updates a contact.

Find User by End User Id

Find User by End User Id

Lookup User information by their end user id.

Find User by Anonymous Id

Find User by Anonymous Id

Lookup data for an existing user by their anonymous id.

Create Client

Create Client

Create a new client in Callingly using the supplied contact details and return the created client's information.

Call Lead

Call Lead

Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.

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Frequently Asked Questions

How do I start an integration between Drift and Callingly?

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

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

Absolutely. You can customize how Drift 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.

How often does the data sync between Drift and Callingly?

The data sync between Drift and Callingly 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 Drift to Callingly?

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 Drift and Callingly?

Yes, you can set conditional logic to control the flow of data between Drift 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.

Drift

About Drift

Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.

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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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