Integrate Zoho CRM with CloudTalk

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

Explore prebuilt integration flows to get started

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Dispatch a welcome message in CloudTalk for newly created contacts in Zoho CRM

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 Zoho CRM.

How it works
  1. The flow triggers when a new contact is created in Zoho CRM.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Dispatch a welcome message in CloudTalk for newly created contacts in Zoho CRM

Zoho CRM + CloudTalk

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Add a new contact in CloudTalk when a new contact is added in Zoho CRM

Keep your call center software's contact information updated for smooth and efficient customer interactions. This flow will create a new contact in CloudTalk whenever a new contact is added in Zoho CRM.

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

Zoho CRM + CloudTalk

[esc]

Add a new contact in CloudTalk whenever a new contact is added in Zoho CRM

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in CloudTalk whenever a new contact is added in Zoho CRM.

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

Add a new contact in CloudTalk whenever a new contact is added in Zoho CRM

Zoho CRM + CloudTalk

Build your own integrations between Zoho CRM and CloudTalk

Connect Zoho CRM 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 Zoho CRM and CloudTalk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Updated deal

Triggers when an existing deal is updated

New user

Triggers when a new user is created

User created or updated

Triggers when the details of an existing user are created or updated

New module

Triggers when a new module is created

New note

Triggers when a new note is added

Entry created or updated

Triggers when a record entry is created or updated

Updated module entry

Triggers when an entry is updated in the selected module

New contact

Triggers when a new contact is created

New lead

Triggers when a new lead is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

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

Draft email template

Drafts an email based on the selected template

Add user

Adds a new user

Add tags

Adds tags to the specified record

Convert lead to contact

Converts a lead to a contact

Update related module entry

Relates an entry in this module with an entry in another module

Update module entry

Updates the specified module entry

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Send mail merge

Sends a mail merge with details of the selected record

Raise signal

Raises a signal to Zoho CRM

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Send email template

Sends an email to the specified users

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Add note

Adds a note to the selected module

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Remove tags

Removes tags from the specified record

Update user

Updates the details of an existing user based on user ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch event

Fetches an event by its title or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch account

Fetches an account by its name or unique ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Clone module entry

Clones an existing module entry

Fetch inventory template

Fetches an inventory template using ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch email template

Fetches an email template by name

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

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 Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

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 >

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 has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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

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