Integrate CloudTalk with Referrizer

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

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Generate a new contact in Referrizer each time a new contact is created in CloudTalk

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Referrizer each time a new contact is created in CloudTalk.

How it works
  1. The flow triggers when a new contact is created in CloudTalk.
  2. Zoho Flow creates a new contact in Referrizer.
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Generate a new contact in Referrizer each time a new contact is created in CloudTalk

CloudTalk + Referrizer

Build your own integrations between CloudTalk and Referrizer

Connect CloudTalk and Referrizer with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate CloudTalk and Referrizer 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 created

Attendance added

Triggers when a new attendance is added

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 contact

Creates a new contact

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using email address or phone number

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.

What is Referrizer?

Referrizer is a marketing automation platform designed to help businesses get more clients, maximize referrals, and improve customer retention.

Marketing Automation

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.

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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

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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

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