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Callingly + Forms for Slack

Manage new Forms for Slack responses by initiating call lead action in Callingly

Boost your lead engagement process by combining Forms for Slack with Callingly. With this efficient workflow, every time a new form response comes in on Slack, a call lead is initiated in Callingly. It's a smart solution to instantly connect with your leads, ensuring you seize every opportunity as it occurs. Keep your team agile and responsive, reaping the benefits of speedy, seamless communication.

Boost your lead engagement process by combining Forms for Slack with Callingly. With this efficient workflow, every time a new form response comes in on Slack, a call lead is initiated in Callingly. It's a smart solution to instantly connect with your leads, ensuring you seize every opportunity as it occurs. Keep your team agile and responsive, reaping the benefits of speedy, seamless communication.

  1. When this happens...
    Forms for SlackForms for Slack
    New Form Response

    Triggers when a new form response is sent to Slack.

    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?
    • Form NameRequired

    Trigger
    Instant
    Try It
    • Call Status

    • Lead Status

    • Team

    • Number

    Trigger
    Instant
    Try It
    • TeamRequired

    • First Name

    • Last Name

    • Phone NumberRequired

    • Scheduled TimeRequired

    • Email

    • Company

    • Category

    • Source

    • Lead Owner

    Action
    Write
    • Phone NumberRequired

    Action
    Search
    • Updated Field

    • Team

    • Filter

    Trigger
    Instant
    Try It
    • TeamRequired

    • First Name

    • Last Name

    • Phone NumberRequired

    • Email

    • Company

    • Category

    • Source

    • Lead Owner

    • CRM ID

    • Comments

    Action
    Write
    • Phone NumberRequired

    • Team

    • Status

    • Result

    • Tags

    • Stage

    • Lead Owner

    • Stop Calls

    • Resume Calls

    Action
    Write
callingly logo

About Callingly

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

Related categories

  • Phone & SMS
forms-for-slack logo

About Forms for Slack

Forms for Slack lets you manage and submit forms within Slack.

Related categories

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