Integrate Outseta with CloudTalk

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

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Create contacts in CloudTalk for new people in Outseta


Your support team helps maintain and develop relationships with your existing clients. Automate the process of sharing the important details of a customer with your support team. This flow will create a new contact in CloudTalk when a new person is added in Outseta.

How it works
1) A new person is added in Outseta.
2) Zoho Flow creates a contact in CloudTalk.
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Create contacts in CloudTalk for new people in Outseta

Outseta + CloudTalk

Build your own integrations between Outseta and CloudTalk

Connect Outseta 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 Outseta and CloudTalk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is added

Case created

Triggers when a new case created

Account created

Triggers when a new account is added

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 deal

Creates a new deal

Create account

Creates a new account with a new person

Create case

Creates a new case

Create person

Creates a new person

Update deal

Updates the details of an existing deal

Fetch people details

Fetches the details of the specified people

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 Outseta?

Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.

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.

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Logic

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

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Custom functions

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

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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

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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