Integrate CloudTalk with Follow Up Boss

Send information between CloudTalk and Follow Up Boss 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 Follow Up Boss

Improve customers' initial experience with a personalized welcome email. This workflow ensures that a welcome email is sent in CloudTalk whenever a new contact is added in Follow Up Boss.

How it works
  1. The flow triggers when a new contact is created in Follow Up Boss.
  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 Follow Up Boss

Follow Up Boss + CloudTalk

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Add a new contact in CloudTalk when a new contact is added in Follow Up Boss

Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will add a new contact in CloudTalk for every new contact created in Follow Up Boss.

How it works
  1. The flow triggers when a new contact is created in Follow Up Boss.
  2. Zoho Flow creates a new contact in CloudTalk.
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Add a new contact in CloudTalk when a new contact is added in Follow Up Boss

Follow Up Boss + CloudTalk

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Add a new contact in Follow Up Boss whenever a new contact is added in CloudTalk

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Follow Up Boss each time a new contact is created in CloudTalk.

How it works
  1. The flow triggers when a new contact is created in CloudTalk.
  2. Zoho Flow creates a new contact in Follow Up Boss.
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Add a new contact in Follow Up Boss whenever a new contact is added in CloudTalk

CloudTalk + Follow Up Boss

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Create a new contact is in CloudTalk each time a new contact is created in Follow Up Boss

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in CloudTalk each time a new contact is created in Follow Up Boss.

How it works
  1. The flow triggers when a new contact is created in Follow Up Boss.
  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 Follow Up Boss

Follow Up Boss + CloudTalk

Build your own integrations between CloudTalk and Follow Up Boss

Connect CloudTalk and Follow Up Boss 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 CloudTalk and Follow Up Boss using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Add activity

Adds an activity to an existing contact

Create contact

Creates a new contact

Create agent

Creates a new agent

Send SMS

Sends an SMS message

Add note

Adds a note to an existing contact

Update agent

Updates the details of an existing agent

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID or keyword

Notify for new inquiry or website event

Notifies you when a new inquiry is received or an event has occurred in your website

Create contact

Creates a new contact

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.

What is Follow Up Boss?

Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.

Contact Management CRM

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 >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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