Integrate CloudTalk with Referrizer
Send information between CloudTalk and Referrizer automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Referrizer each time a new contact is created in CloudTalk
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Referrizer 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 Referrizer.
Generate a new contact in Referrizer each time a new contact is created in CloudTalk
CloudTalk + Referrizer
Build your own integrations between CloudTalk and Referrizer
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Supported triggers and actions
Integrate CloudTalk and Referrizer 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 added
Triggers when a new contact is created
Attendance added
Triggers when a new attendance is added
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 contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using email address or phone number
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.
Similar apps
What is Referrizer?
Referrizer is a marketing automation platform designed to help businesses get more clients, maximize referrals, and improve customer retention.
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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 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
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
