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Integrate Onpipeline with CloudTalk
Send information between Onpipeline and CloudTalk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Send a welcome email in CloudTalk for a recently created contact in Onpipeline
Send personalized welcome emails to every new contact in your sales CRM. This workflow ensures that a welcome email is sent in CloudTalk whenever a new contact is added in Onpipeline.
How it works
- The flow triggers when a new contact person is added in Onpipeline.
- Zoho Flow sends an SMS message in CloudTalk.
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Send a welcome email in CloudTalk for a recently created contact in Onpipeline
Onpipeline + CloudTalk
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Create a contact in CloudTalk each time a contact is created in Onpipeline
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in CloudTalk for new contacts created in Onpipeline.
How it works
- The flow triggers when a new contact person is added in Onpipeline.
- Zoho Flow creates a new contact in CloudTalk.
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Create a contact in CloudTalk each time a contact is created in Onpipeline
Onpipeline + CloudTalk
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Build your own integrations between Onpipeline and CloudTalk
Connect Onpipeline 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 Onpipeline and CloudTalk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Deal updated
Triggers when the details of an existing deal are updated
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Deal updated as won
Triggers when the status of a deal is updated as won
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Deal updated as lost
Triggers when the status of a deal is updated as lost
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Deal updated as open
Triggers when the status of a deal is updated as open
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Deal created
Triggers when a new deal is created
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Person added
Triggers when a new contact person is added
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Note added
Triggers when a new note is added
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Organization created
Triggers when a new organization is created
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Event created
Triggers when a new calendar event is created
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Deal updated as deleted
Triggers when the status of a deal is updated as deleted
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Event updated
Triggers when a calendar event is updated
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Call created
Triggers when a new call of the selected type is created
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Agent created
Triggers when a new agent is created
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Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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Add organization
Adds a new organization
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Create deal
Creates a new deal
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Add lead
Creates a new lead
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Add widget
Adds a new widget
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Add note
Adds a new note
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Add action menu
Adds a new action menu
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Add person
Adds a new contact person
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Update person
Updates the details of an existing contact person
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Update deal
Updates the details of an existing deal
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Undelete deal
Restores a deleted deal and set the status to open
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Update organization
Updates the details of an existing organization
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Fetch event
Fetches the details of an existing event by ID
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Fetch person
Fetches the details of an existing person by full name
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Fetch organization
Fetches the details of an existing organisation by name
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Remove action menu
Removes an existing action menu using link ID
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Remove widget
Removes an existing widget using link ID
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Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
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Create agent
Creates a new agent
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Add activity
Adds an activity to an existing contact
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Create contact
Creates a new contact
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Send SMS
Sends an SMS message
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Add note
Adds a note to an existing contact
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Update contact
Updates the details of an existing contact
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Update agent
Updates the details of an existing agent
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Fetch contact
Fetches the details of an existing contact using ID or keyword
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.
Similar apps
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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