Create Client in Callingly when New Client in EasyPractice
Call Lead using Callingly when New Client in EasyPractice
Schedule Call with Callingly when New Client in EasyPractice
Create Team in Callingly when New Client in EasyPractice
Find Lead on Callingly when New Client in EasyPractice
Triggers when a new client is created.
Creates a new client.
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Creates or updates a Lead, schedules a call from your Team to the Lead at the specified time.
Create a team.
Finds an existing lead.
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
EasyPractice is a tool that helps health and wellness professionals, like therapists or trainers, manage their work. It lets them schedule appointments, keep track of clients, send invoices, and handle payments, all in one place. It’s easy to use and helps small businesses stay organized.
Learn MoreCallingly 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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