Integrate CloudTalk with Office 365

Send information between CloudTalk and Office 365 automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Initiate an SMS notification from CloudTalk following a booking in Office 365

Send SMS confirmations to assist customers in managing their appointments efficiently. This flow will initiate an SMS message from CloudTalk in response to a new booking in Office 365.

How it works
  1. The flow triggers when a new event is added in the selected calendar in Office 365.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Initiate an SMS notification from CloudTalk following a booking in Office 365

Office 365 + CloudTalk

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Add a new contact in Office 365 whenever a new contact is added in CloudTalk

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Office 365 whenever a new contact is added in CloudTalk.

How it works
  1. The flow triggers when a new contact is created in CloudTalk.
  2. Zoho Flow creates a new contact in Office 365.
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Add a new contact in Office 365 whenever a new contact is added in CloudTalk

CloudTalk + Office 365

Build your own integrations between CloudTalk and Office 365

Connect CloudTalk and Office 365 with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate CloudTalk and Office 365 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Call created

Triggers when a new call of the selected type is created

Agent created

Triggers when a new agent is created

Contact created

Triggers when a new contact is created

Email received

Triggers when a new email is received

Event added

Triggers when a new event is added in the selected calendar

Contact added

Triggers when a new contact is added

Calendar added

Triggers when a new calendar is added

Event updated

Triggers when any detail of an existing event is updated

All Actions - Actions are the automated tasks

Create agent

Creates a new agent

Send SMS

Sends an SMS message

Add activity

Adds an activity to an existing contact

Create contact

Creates a new contact

Add note

Adds a note to an existing contact

Update agent

Updates the details of an existing agent

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID or keyword

Create event

Creates a new event in the selected calendar

Send email

Creates and sends an email to a recipient

Add user

Adds a new account user

Create contact

Creates a new contact

Update user

Updates the details of an existing user by ID

Update contact

Updates the details of an existing contact by ID

Update event

Updates the details of an existing event by ID

Fetch user

Fetches the details of an existing user by display name

Find contact folder

Finds a contact folder using name

Invite user

Invites the specified user to your group

Fetch event

Fetches the details of an existing event by title or ID

Fetch contact

Fetches the details of an existing contact by name

What is CloudTalk?

CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.

What is Office 365?

Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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