Integrate CloudTalk with HighLevel
Send information between CloudTalk and HighLevel automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in HighLevel each time a new contact is created in CloudTalk
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in HighLevel each time a new contact is created in CloudTalk.
How it works
- The flow triggers when a new contact is created in CloudTalk.
- Zoho Flow creates a new contact in HighLevel.
Create a new contact is in HighLevel each time a new contact is created in CloudTalk
CloudTalk + HighLevel
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Supported triggers and actions
Integrate CloudTalk and HighLevel using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Call created
Triggers when a new call of the selected type is created
Agent created
Triggers when a new agent is created
Contact created
Triggers when a new contact is created
Pipeline stage changed
Triggers when the stage of an existing pipeline is changed
Contact tag added or removed
Triggers when a new contact tag is added or an existing contact is removed
Opportunity status changed
Triggers when the status of an opportunity is changed
Contact updated
Triggers when the details of an existing contact are updated
Contact added
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create agent
Creates a new agent
Add activity
Adds an activity to an existing contact
Create contact
Creates a new contact
Send SMS
Sends an SMS message
Add note
Adds a note to an existing contact
Update contact
Updates the details of an existing contact
Update agent
Updates the details of an existing agent
Fetch contact
Fetches the details of an existing contact using ID or keyword
Add contact to campaign
Adds a contact to an existing campaign
Create opportunity
Creates a new opportunity
Create task
Creates a new task
Add tag to contact
Adds a tag to the specified contact
Create business
Creates a new business
Create contact
Creates a new contact
Create user
Create a new user
Update user
Update the details of an existing user by ID
Update contact
Update the details of an existing contact by ID
Update opportunity
Update the details of an existing opportunity by ID
Fetch contact
Fetches the details of an existing contact by query
Remove tag from contact
Removes a tag from the specified contact
Remove contact from campaign
Removes a contact from an existing campaign
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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What is HighLevel?
HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, and more.
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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 connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
