Integrate CloudTalk with Routee
Send information between CloudTalk and Routee automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Routee each time a new contact is created in CloudTalk
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Routee each time a new contact is created in CloudTalk.
How it works
- The flow triggers when a new contact is created in CloudTalk.
- Zoho Flow creates a new contact in Routee.
Generate a new contact in Routee each time a new contact is created in CloudTalk
CloudTalk + Routee
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Supported triggers and actions
Integrate CloudTalk and Routee 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
Contact added
Triggers when a new contact is added
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
Add contact to group
Adds an existing contact to a specified group
Blacklist contact
Adds an existing contact to the blacklist
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Remove contact from blacklist
Removes the specified contact from the blacklist
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.
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What is Routee?
Routee is a leading cloud communications provider that designs, develops, and distributes advanced Web and API automation solutions for corporations. It lets you craft interactive and engaging campaigns easily and efficiently using its advanced SMS services
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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Josh Lucas
Head of Operations, AAA Band Rentals
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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