Connect roi4presenter and Callingly to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for roi4presenter
Choose an Action
Automatically do this!
Create Client
Call Lead
Create Team
Enable Integrations or automations with these events of roi4presenter and Callingly
Enable Integrations or automations with these events of roi4presenter and Callingly
Actions
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 roi4presenter and Callingly accounts to viaSocket. Once connected, you can set up a workflow where an event in roi4presenter triggers actions in Callingly (or vice versa).
Absolutely. You can customize how roi4presenter 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 roi4presenter 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 roi4presenter 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 roi4presenter
ROI4Presenter is a Web service and mobile application for online presentations and product demo, lead generation and outreach.
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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