Integrate EngageBay with CloudTalk

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

Explore prebuilt integration flows to get started

[esc]

Send a welcome email in CloudTalk when a new contact is created in EngageBay

Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email from CloudTalk each time a new contact is created in EngageBay.

How it works
  1. The flow triggers when a new contact is created in EngageBay.
  2. Zoho Flow sends an SMS message in CloudTalk.
+

Send a welcome email in CloudTalk when a new contact is created in EngageBay

EngageBay + CloudTalk

[esc]

Add a new contact in CloudTalk when a new contact is added in EngageBay

Keep your call center software's contact information updated for smooth and efficient customer interactions. This flow will create a contact in CloudTalk every time a contact is created in EngageBay.

How it works
  1. The flow triggers when a new contact is created in EngageBay.
  2. Zoho Flow creates a new contact in CloudTalk.
+

Add a new contact in CloudTalk when a new contact is added in EngageBay

EngageBay + CloudTalk

[esc]

Create a new contact is in EngageBay 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 will generate a new contact in EngageBay each time a new contact is created 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 EngageBay.
+

Create a new contact is in EngageBay each time a new contact is created in CloudTalk

CloudTalk + EngageBay

[esc]

Create a new contact in CloudTalk whenever a new contact is created in EngageBay

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in CloudTalk each time a new contact is created in EngageBay.

How it works
  1. The flow triggers when a new contact is created in EngageBay.
  2. Zoho Flow creates a new contact in CloudTalk.
+

Create a new contact in CloudTalk whenever a new contact is created in EngageBay

EngageBay + CloudTalk

Build your own integrations between EngageBay and CloudTalk

Connect EngageBay and CloudTalk with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate EngageBay and CloudTalk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

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

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create company

Creates a new company

Create event

Creates a new event

Create deal

Creates a new deal

Create task

Creates a new task

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

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

What is EngageBay?

EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.

CRM Marketing Automation

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.

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.

Learn more >

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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

Harnoor Abroll

Technical and Operations Head, TruAct

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY