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
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
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow sends an SMS message in CloudTalk.
Dispatch a welcome message in CloudTalk for newly created contacts in Zoho CRM
Zoho CRM + CloudTalk
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
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in CloudTalk.
Add a new contact in CloudTalk when a new contact is added in Zoho CRM
Zoho CRM + CloudTalk
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
- The flow triggers when a new contact is created in Zoho CRM.
- 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?
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.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
