Integrate CloudTalk with ConvergeHub

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

Explore prebuilt integration flows to get started

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Send a greeting email in CloudTalk for a newly added contact in ConvergeHub

Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email from CloudTalk each time a new contact is created in ConvergeHub.

How it works
  1. The flow triggers when new contact is created in ConvergeHub.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Send a greeting email in CloudTalk for a newly added contact in ConvergeHub

ConvergeHub + CloudTalk

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

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a contact in CloudTalk every time a contact is created in ConvergeHub.

How it works
  1. The flow triggers when new contact is created in ConvergeHub.
  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 ConvergeHub

ConvergeHub + CloudTalk

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

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in ConvergeHub 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 ConvergeHub.
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Add a new contact in ConvergeHub whenever a new contact is added in CloudTalk

CloudTalk + ConvergeHub

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

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

How it works
  1. The flow triggers when new contact is created in ConvergeHub.
  2. Zoho Flow creates a new contact in CloudTalk.
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Create a new contact is in CloudTalk each time a new contact is created in ConvergeHub

ConvergeHub + CloudTalk

Build your own integrations between CloudTalk and ConvergeHub

Connect CloudTalk and ConvergeHub 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 ConvergeHub 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

New contact

Triggers when new contact is created

New event

Triggers when a new event is created

New account

Triggers when a new account is created

New target

Triggers when a new target is created

New lead

Triggers when a new lead is created

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

Create event

Creates a new event

Create contact

Creates a new contact

Create account

Creates a new account

Create lead

Creates a new lead

Create target

Creates a new target

Update lead

Updates the details of an existing lead

Fetch event

Fetches an existing event by ID

Fetch account

Fetches an existing account by ID

Fetch contact

Fetches an existing contact by ID

Fetch target

Fetches an existing target by ID

Fetch lead

Fetches an existing lead by ID

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 ConvergeHub?

ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.

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 >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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

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