Connect SimpleKPI and Callingly
Integrate SimpleKPI with Callingly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add KPI Data Entry to SimpleKPI when Call Ends in Callingly
Update KPI Data Entry in SimpleKPI when Call Ends in Callingly
Add KPI Data Entry to SimpleKPI when New Lead Is Created in Callingly
Update KPI Data Entry in SimpleKPI when New Lead Is Created in Callingly
Add KPI Data Entry to SimpleKPI when Lead Is Updated in Callingly
Popular SimpleKPI + Callingly flows
Start from a real workflow other teams are already running.
Choose a trigger
SimpleKPI
When this happens...
- Request a new Trigger for SimpleKPI
Choose an action
Callingly
Automatically do this!
Create Client
Call Lead
Schedule Call
Create Team
Add KPI Data Entry to SimpleKPI when Call Ends in Callingly
Use this flowUpdate KPI Data Entry in SimpleKPI when Call Ends in Callingly
Use this flowAdd KPI Data Entry to SimpleKPI when New Lead Is Created in Callingly
Use this flowUpdate KPI Data Entry in SimpleKPI when New Lead Is Created in Callingly
Use this flowAdd KPI Data Entry to SimpleKPI when Lead Is Updated in Callingly
Use this flowUpdate KPI Data Entry in SimpleKPI when Lead Is Updated in Callingly
Use this flowSupported Triggers & Actions
Everything you can automate between SimpleKPI and Callingly.
When this happensTriggers
A trigger is an event that starts a workflow.
Call Ends
Runs when call ends
New Lead Is Created
Runs when new lead is created
Lead Is Updated
Runs when lead is tagged or its status is updated.
Do thisActions
Action is the task that follows automatically within your SimpleKPI integrations.
Add KPI Data Entry
Add a KPI entry for a date
Update KPI Data Entry
Update KPI entry values
Create Client
Create a new client and return the client's details.
Call Lead
Connect a lead to the first available team member by phone.
Schedule Call
Create or update a lead and schedule your team to call them at a chosen time.
Create Team
Create a new team
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
Learn more
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SimpleKPI and Callingly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between SimpleKPI and Callingly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Callingly. No coding required.
Yes. You can set up a workflow where SimpleKPI triggers actions in Callingly, and a separate workflow where Callingly triggers actions in SimpleKPI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between SimpleKPI and Callingly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SimpleKPI and Callingly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
