Integrate Salesflare with CloudTalk

Send information between Salesflare 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 Salesflare

Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in CloudTalk when a new contact is created in Salesflare.

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

Salesflare + CloudTalk

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

Achieve flawless duplication of contact information by avoiding human errors. This flow will add a new contact in CloudTalk for every new contact created in Salesflare.

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

Salesflare + CloudTalk

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

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in CloudTalk whenever a new contact is created in Salesflare.

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

Salesflare + CloudTalk

Build your own integrations between Salesflare and CloudTalk

Connect Salesflare 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 Salesflare and CloudTalk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New task

Triggers when a new task is created

New contact

Triggers when a new contact is created

New account

Triggers when a new account is created

New opportunity

Triggers when a new opportunity 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

Add contact to account

Adds an existing contact to the selected account

Create meeting

Creates a new meeting

Create opportunity

Creates a new opportunity

Add user to account

Adds an existing user to the selected account

Create account

Creates a new account

Create contact

Creates a new contact

Create task

Creates a new task

Create call

Creates a new call

Fetch person

Fetches a person by ID, name, or email

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch user

Fetches a user by ID, name, or email

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch opportunity

Fetches an opportunity by ID, name, or account

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 Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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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