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Callingly + Capsule CRM

Call new or updated Capsule CRM contacts as leads in Callingly

Stay on top of your leads with this efficient workflow between Capsule CRM and Callingly. Whenever a new or updated contact is added to Capsule CRM, this automation will trigger a lead call through Callingly, ensuring that your sales team can quickly connect with potential clients and build stronger relationships. Boost your productivity while maintaining personal touch points with this seamless integration.

Stay on top of your leads with this efficient workflow between Capsule CRM and Callingly. Whenever a new or updated contact is added to Capsule CRM, this automation will trigger a lead call through Callingly, ensuring that your sales team can quickly connect with potential clients and build stronger relationships. Boost your productivity while maintaining personal touch points with this seamless integration.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    CallinglyCallingly
    Call Lead

    Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
callingly logo
callingly logo

About Callingly

Callingly is a call automation platform that gets salespeople on the phone with incoming online leads.
Learn more

Related categories

  • Phone & SMS
capsulecrm logo

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