Connect IdeaLift and Callingly to Build Intelligent Automations
Enable Integrations or automations with these events of IdeaLift and Callingly
Enable Integrations or automations with these events of IdeaLift and Callingly
Actions
Create Idea
Create a new idea in IdeaLift.
Create Client
Create a new client in Callingly using the supplied contact details and return the created client's information.
Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Create Team
Create a team.
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Frequently Asked Questions
To start, connect both your IdeaLift and Callingly accounts to viaSocket. Once connected, you can set up a workflow where an event in IdeaLift triggers actions in Callingly (or vice versa).
Absolutely. You can customize how IdeaLift 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 IdeaLift 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 IdeaLift 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 IdeaLift
IdeaLift is a cutting-edge platform designed to elevate your brainstorming and innovation processes. With tools to streamline idea generation and collaboration, it empowers teams to transform concepts into actionable plans efficiently.
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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