Integrate Salesflare with CloudTalk
Send information between Salesflare and CloudTalk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in CloudTalk when a new contact is created in Salesflare
Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in CloudTalk when a new contact is created in Salesflare.
How it works
- The flow triggers when a new contact is created in Salesflare.
- Zoho Flow sends an SMS message in CloudTalk.
Send a welcome email in CloudTalk when a new contact is created in Salesflare
Salesflare + CloudTalk
Set up a new contact in CloudTalk when a contact is created in Salesflare
Achieve flawless duplication of contact information by avoiding human errors. This flow will add a new contact in CloudTalk for every new contact created in Salesflare.
How it works
- The flow triggers when a new contact is created in Salesflare.
- Zoho Flow creates a new contact in CloudTalk.
Set up a new contact in CloudTalk when a contact is created in Salesflare
Salesflare + CloudTalk
Add a new contact in CloudTalk whenever a new contact is added in Salesflare
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in CloudTalk whenever a new contact is created in Salesflare.
How it works
- The flow triggers when a new contact is created in Salesflare.
- Zoho Flow creates a new contact in CloudTalk.
Add a new contact in CloudTalk whenever a new contact is added in Salesflare
Salesflare + CloudTalk
Build your own integrations between Salesflare and CloudTalk
Connect Salesflare 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 Salesflare and CloudTalk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
New contact
Triggers when a new contact is created
New account
Triggers when a new account 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
Add user to account
Adds an existing user to the selected account
Create account
Creates a new account
Create meeting
Creates a new meeting
Create opportunity
Creates a new opportunity
Create call
Creates a new call
Create contact
Creates a new contact
Create task
Creates a new task
Add contact to account
Adds an existing contact to the selected account
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch person
Fetches a person by ID, name, or email
Fetch user
Fetches a user by ID, name, or email
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 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.
Learn more >
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 has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
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!
Josh Lucas
Head of Operations, AAA Band Rentals
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
