Integrate Syncro with CloudTalk

Send information between Syncro 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 Syncro

Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in CloudTalk when a new contact is created in Syncro.

How it works
  1. The flow triggers when a new customer is added in Syncro.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Send a welcome email in CloudTalk for a recently created contact in Syncro

Syncro + CloudTalk

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Create a contact in CloudTalk each time a contact is created in Syncro

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in CloudTalk whenever a new contact is added in Syncro.

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

Syncro + CloudTalk

Build your own integrations between Syncro and CloudTalk

Connect Syncro 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 Syncro and CloudTalk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Payment created

Triggers when a new payment is created

Vendor added

Triggers when a new vendor is added

Purchase order created

Triggers when a new purchase order is created

Ticket added

Triggers when a new ticket is added

RMM alert created

Triggers when a new RMM alert is created

Invoice added

Triggers when a new invoice is added

Item added

Triggers when a new item is added

Product added

Triggers when a new product is added

Contract added

Triggers when a new contract is added

Lead added

Triggers when a new lead is added

Asset created

Triggers when a new asset is created

Appointment added

Triggers when a new appointment is added

Customer added

Triggers when a new customer is added

Contact added

Triggers when a new contact is added

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 invoice

Creates a new invoice

Create appointment

Creates a new appointment

Create product

Creates a new product

Create payment

Creates a new payment

Create contact

Creates a new contact

Create vendor

Creates a vendor

Create lead

Creates a new lead

Create ticket

Creates a ticket

Create contract

Creates a new contract

Create customer

Creates a new customer

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 Syncro?

Syncro is a PSA, RMM, and Remote Session platform designed specifically for Managed Service Providers and IT admins.

CRM Helpdesk ITSM

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.

Learn more >

Custom functions

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

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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