Integrate Zoho SalesIQ with CloudTalk
Send information between Zoho SalesIQ and CloudTalk automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho SalesIQ and CloudTalk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Conversation created
Triggers when a new conversation is created
Conversation attender updated
Triggers when an operator picks up a chat
Conversation participants deleted
Triggers when a participant is removed from a conversation
Conversation rated
Triggers when a conversation is rated
Operator added
Triggers when a new operator is added
Conversation transfer initiated
Triggers when a conversation transfer is initiated
Conversation transfer accepted
Triggers when a transferred chat is accepted by the operator
Conversation missed
Triggers when a conversation is missed
Conversation completed
Triggers when a conversation is completed
Department created
Triggers when a new department is created to the specified portal
Conversation transfer rejected
Triggers when a transferred chat is rejected by the operator
Conversation participants added
Triggers when participants are invited to the chat
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
Send message to latest conversation
Sends a message to the latest conversation
Create article
Creates a new article
Associate operators to department
Associates operators to the selected department
Disable department
Disables the selected department
Update operator status
Updates the status of an existing operator
Enable department
Enables the selected department
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 Zoho SalesIQ?
Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.
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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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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
Endless integrations. End to manual work.
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