Integrations simply-stakeholders Callingly
simply-stakeholders + Callingly

Connect simply-stakeholders and Callingly to Build Intelligent Automations

Choose a Trigger

simply-stakeholders

When this happens...

Choose an Action

Callingly

Automatically do this!

Enable Integrations or automations with these events of simply-stakeholders and Callingly

Enable Integrations or automations with these events of simply-stakeholders and Callingly

Actions

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.

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Frequently Asked Questions

How do I start an integration between simply-stakeholders and Callingly?

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

Can we customize how data from simply-stakeholders is recorded in Callingly?

Absolutely. You can customize how simply-stakeholders 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 simply-stakeholders and Callingly?

The data sync between simply-stakeholders 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 simply-stakeholders 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 simply-stakeholders and Callingly?

Yes, you can set conditional logic to control the flow of data between simply-stakeholders 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.

simply-stakeholders

About simply-stakeholders

Simply Stakeholders is a simple and easy to use Stakeholder Management tool to manage your stakeholders and your interactions with them.

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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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