Connect Plecto and Callingly to Build Intelligent Automations

Choose a Trigger

Plecto

When this happens...

Choose an Action

Callingly

Automatically do this!

Enable Integrations or automations with these events of Plecto and Callingly

Enable Integrations or automations with these events of Plecto and Callingly

Actions

Create a New Registration

Create a New Registration

Creates New Registration in Plecto.

Delete API Registration

Delete API Registration

Delete a API Registration.

Add Employee

Add Employee

Add a new employee to the plecto

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.

Create Team

Create Team

Create a team.

Request a new Action for Plecto

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Frequently Asked Questions

How do I start an integration between Plecto and Callingly?

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

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

Absolutely. You can customize how Plecto 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 Plecto and Callingly?

The data sync between Plecto 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 Plecto 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 Plecto and Callingly?

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

Plecto

About Plecto

Integrate with Plecto to enhance your data visualization and performance tracking. Seamlessly connect your applications to Plecto's powerful dashboard and reporting tools to monitor key metrics and drive business success.

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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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