Integrate Productive with CloudTalk

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

Explore prebuilt integration flows to get started

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Send an SMS notification from CloudTalk when a booking is created in Productive

Inform customers promptly about their bookings via SMS for clear communication. This flow will initiate an SMS message from CloudTalk in response to a new booking in Productive.

How it works
  1. The flow triggers when a new booking is created in Productive.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Send an SMS notification from CloudTalk when a booking is created in Productive

Productive + CloudTalk

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Create a new contact is in CloudTalk each time a new contact is created in Productive

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

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

Productive + CloudTalk

Build your own integrations between Productive and CloudTalk

Connect Productive and CloudTalk 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 Productive and CloudTalk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task created

Triggers when a new task is created

Booking created

Triggers when a new booking is created

Contact created

Triggers when a new contact is added

Deal created

Triggers when a new deal is created

Contract created

Triggers when a new contract is created

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

All Actions - Actions are the automated tasks

Create contract

Creates a new contract

Create task

Creates a new task

Create contact

Creates a new contact

Create project

Creates a new project

Create booking

Creates a new booking

Create deal

Creates a new deal

Update contact

Updates the details of an existing contact

Update booking

Updates the details of an existing booking

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Update deal

Updates the details of an existing deal

Update contract

Updates the details of an existing contract

Fetch contact

Fetches the details of an existing contact using ID

Fetch project

Fetches the details of an existing project using project ID

Fetch company

Fetches the details of an existing company using name

Fetch people

Fetches the details of the specified people

Fetch task

Fetches the details of an existing task using task ID

Fetch booking

Fetches the details of an existing booking using ID

Fetch contract

Fetches the details of an existing contract using ID

Fetch deal

Fetches the details of an existing deal using ID

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

What is Productive?

Productive is a project management tool that includes everything you need to run a profitable agency

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.

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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

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