Callingly + Chatforma Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Callingly and Chatforma.

Connect Callingly + Chatforma in Minutes

It's easy to connect Callingly + Chatforma and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantLead Updated or Tagged

Triggers when a lead has been tagged or its status updated.

InstantNew User Input

Triggers when new user input is found.

Create Broadcast for Specific User

Creates broadcast for specific users by user id.

Schedule Call

Creates or updates a Lead, schedules a call from your Team to the Lead at the specified time.

Find Lead

Finds an existing lead.

InstantCall Completed

Triggers when a call has been made to a Lead and the call completes.

Create Broadcast

Creates a new broadcast for specified users segment.

Call Lead

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

Update or Tag Lead

Updates or tags a lead.

How Callingly + Chatforma Integrations Work

  1. Step 1: Authenticate Callingly + Chatforma.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Callingly + Chatforma