Integrate CloudTalk with Upsales
Send information between CloudTalk and Upsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send an SMS notification from CloudTalk when a booking is created in Upsales
Send real-time SMS updates for booking confirmations to enhance customer experience. This flow will automate sending an SMS through CloudTalk for any new booking made in Upsales.
How it works
- The flow triggers when a new appointment is created in Upsales.
- Zoho Flow sends an SMS message in CloudTalk.
Send an SMS notification from CloudTalk when a booking is created in Upsales
Upsales + CloudTalk
Send a greeting email in CloudTalk for a newly added contact in Upsales
Instantly engage new CRM contacts with an automated welcome email. This workflow ensures that a welcome email is sent in CloudTalk whenever a new contact is added in Upsales.
How it works
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow sends an SMS message in CloudTalk.
Send a greeting email in CloudTalk for a newly added contact in Upsales
Upsales + CloudTalk
Add a new contact in CloudTalk when a new contact is added in Upsales
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in CloudTalk for new contacts created in Upsales.
How it works
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow creates a new contact in CloudTalk.
Add a new contact in CloudTalk when a new contact is added in Upsales
Upsales + CloudTalk
Add a new contact in Upsales whenever a new contact is added in CloudTalk
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Upsales each time a new contact is created in CloudTalk.
How it works
- The flow triggers when a new contact is created in CloudTalk.
- Zoho Flow creates a new contact in Upsales.
Add a new contact in Upsales whenever a new contact is added in CloudTalk
CloudTalk + Upsales
Generate a new contact in CloudTalk each time a new contact is created in Upsales
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in CloudTalk whenever a new contact is added in Upsales.
How it works
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow creates a new contact in CloudTalk.
Generate a new contact in CloudTalk each time a new contact is created in Upsales
Upsales + CloudTalk
Build your own integrations between CloudTalk and Upsales
Connect CloudTalk and Upsales 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 Upsales 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
Company created
Triggers when a new company is created
User created
Triggers when a new user is created
Opportunity created
Triggers when a new opportunity is created
Appointment created
Triggers when a new appointment is created
Order placed
Triggers when a new order is placed
Event created
Triggers when a new event is created
Contact created
Triggers when a new contact is created
Activity created
Triggers when a new activity is created
Product created
Triggers when a new product 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
Create company
Creates a new company
Create product
Creates a new product
Create order
Creates a new order
Create activity
Creates a new activity
Create contact
Creates a new contact
Create appointment
Creates a new appointment
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 Upsales?
Upsales is a sales and marketing platform. You can target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports to be sent to your team.
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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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.
Neville Mader
Director, Perth Security Services
