Integrate CloudTalk with Autopilot

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

Explore prebuilt integration flows to get started

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Dispatch a welcome message in CloudTalk for newly created contacts in Autopilot

Instantly engage new CRM contacts with an automated welcome email. This flow will trigger a welcome email in CloudTalk whenever a new contact is added in Autopilot.

How it works
  1. The flow triggers when a new contact is added in Autopilot.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Dispatch a welcome message in CloudTalk for newly created contacts in Autopilot

Autopilot + CloudTalk

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Set up a new contact in CloudTalk when a contact is created in Autopilot

Achieve flawless duplication of contact information by avoiding human errors. This flow will create a contact in CloudTalk every time a contact is created in Autopilot.

How it works
  1. The flow triggers when a new contact is added in Autopilot.
  2. Zoho Flow creates a new contact in CloudTalk.
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Set up a new contact in CloudTalk when a contact is created in Autopilot

Autopilot + CloudTalk

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Add a new contact in CloudTalk whenever a new contact is added in Autopilot

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in CloudTalk each time a new contact is created in Autopilot.

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

Autopilot + CloudTalk

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

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Autopilot 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 Autopilot.
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Create a new contact is in Autopilot each time a new contact is created in CloudTalk

CloudTalk + Autopilot

Build your own integrations between CloudTalk and Autopilot

Connect CloudTalk and Autopilot with over 800+ 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 Autopilot using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Agent created

Triggers when a new agent is created

Call created

Triggers when a new call of the selected type is created

Contact created

Triggers when a new contact is created

Contact removed from list

Triggers when a contact is removed from the selected list

Contact unsubscribed

Triggers when a contact unsubscribes

New contact

Triggers when a new contact is added

Contact added to list

Triggers when a contact is added to the selected list

All Actions - Actions are the automated tasks

Add activity

Adds an activity to an existing contact

Create agent

Creates a new agent

Create contact

Creates a new contact

Add note

Adds a note to an existing contact

Send SMS

Sends an SMS message

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 list

Creates a new contact and adds it to the selected list

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact by its email address or contact ID

Delete contact

Deletes the selected contact

Unsubscribe contact

Unsubscribes the selected contact from all emails

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 Autopilot?

Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.

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.

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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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