Integrate Salesmate with CloudTalk
Send information between Salesmate 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 Salesmate
Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in CloudTalk when a new contact is created in Salesmate.
How it works
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow sends an SMS message in CloudTalk.
Send a welcome email in CloudTalk when a new contact is created in Salesmate
Salesmate + CloudTalk
Create a new contact in CloudTalk when a new contact is created in Salesmate
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in CloudTalk whenever a new contact is added in Salesmate.
How it works
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow creates a new contact in CloudTalk.
Create a new contact in CloudTalk when a new contact is created in Salesmate
Salesmate + CloudTalk
Create a new contact in CloudTalk whenever a new contact is created in Salesmate
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in CloudTalk whenever a new contact is created in Salesmate.
How it works
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow creates a new contact in CloudTalk.
Create a new contact in CloudTalk whenever a new contact is created in Salesmate
Salesmate + CloudTalk
Build your own integrations between Salesmate and CloudTalk
Connect Salesmate 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 Salesmate and CloudTalk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company 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 deal
Creates a new deal
Create activity
Creates a new activity
Create company
Creates a new company
Create contact
Creates a new contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch company
Fetches the details of a company by name, ID, or website
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch deal
Fetches the details of a deal by title or 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 Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
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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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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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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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