Integrate Contactually with CloudTalk

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

Explore prebuilt integration flows to get started

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

Send personalized welcome emails to every new contact in your contact management software. This workflow ensures that a welcome email is sent in CloudTalk whenever a new contact is added in Contactually.

How it works
  1. The flow triggers when a new contact is created in Contactually.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Send a welcome email in CloudTalk when a new contact is created in Contactually

Contactually + CloudTalk

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Create a new contact in CloudTalk when a new contact is created in Contactually

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in CloudTalk for new contacts created in Contactually.

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

Contactually + CloudTalk

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

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in CloudTalk whenever a new contact is created in Contactually.

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

Contactually + CloudTalk

Build your own integrations between Contactually and CloudTalk

Connect Contactually and CloudTalk 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 Contactually and CloudTalk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New bucketed contact

Triggers when a contact is added to the selected bucket

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

All Actions - Actions are the automated tasks

Create or update contact

Creates or updates the details of a contact

Create interaction

Creates a new interaction with a contact

Create task

Creates a new task

Fetch contact

Fetches a contact by email

Fetch bucket

Fetches the details of an existing bucket

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

What is Contactually?

Contactually is a CRM application that lets you sync communication history. You can set up custom templates, track deal status with pipelines, and create reminders to connect with your contacts.

CRM

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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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