Integrate CloudTalk with Ontraport
Send information between CloudTalk and Ontraport automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Ontraport each time a new contact is created in CloudTalk
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Ontraport whenever 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. Updates the details in case the contact already exists. in Ontraport.
Generate a new contact in Ontraport each time a new contact is created in CloudTalk
CloudTalk + Ontraport
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Supported triggers and actions
Integrate CloudTalk and Ontraport 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
Contact added
Triggers when a new contact is added
Tag added
Triggers when the selected tag is added to a contact
Tag removed
Triggers when the selected tag is removed for a contact
Entry submitted
Triggers when a contact submits an entry in the selected form
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
Create or update contact
Creates a new contact. Updates the details in case the contact already exists.
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 Ontraport?
Ontraport is a marketing automation tool that helps you manage your CRM, email and SMS communication, landing pages, and web forms, all in one place.
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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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
