Integrate Onpipeline with CloudTalk

Send information between Onpipeline 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 for a recently created contact in Onpipeline

Send personalized welcome emails to every new contact in your sales CRM. This workflow ensures that a welcome email is sent in CloudTalk whenever a new contact is added in Onpipeline.

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

Onpipeline + CloudTalk

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Create a contact in CloudTalk each time a contact is created in Onpipeline

Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in CloudTalk for new contacts created in Onpipeline.

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

Onpipeline + CloudTalk

Build your own integrations between Onpipeline and CloudTalk

Connect Onpipeline 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 Onpipeline and CloudTalk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal updated

Triggers when an existing deal is updated

Person added

Triggers when a new contact person is added

Organization created

Triggers when a new organization is created

Deal updated as won

Triggers when a deal is updated as won

Event updated

Triggers when a calendar event is updated

Deal created

Triggers when a new deal is created

Event created

Triggers when a new calendar event is created

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 deal

Creates a new deal

Add lead

Creates a new lead

Add organization

Adds a new organization

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing contact person

Add person

Adds a new contact person

Update organization

Updates the details of an existing organization

Fetch organization

Fetches the details of an existing organisation by name

Fetch person

Fetches the details of an existing person by full name

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 Onpipeline?

Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.

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.

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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 >

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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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