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
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
- The flow triggers when a new customer is added in Syncro.
- Zoho Flow sends an SMS message in CloudTalk.
Send a welcome email in CloudTalk for a recently created contact in Syncro
Syncro + CloudTalk
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
- The flow triggers when a new customer is added in Syncro.
- Zoho Flow creates a new contact in CloudTalk.
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
Asset created
Triggers when a new asset is created
Contact added
Triggers when a new contact is added
Contract added
Triggers when a new contract is added
Invoice added
Triggers when a new invoice is added
Item added
Triggers when a new item is added
RMM alert created
Triggers when a new RMM alert is created
Vendor added
Triggers when a new vendor is added
Purchase order created
Triggers when a new purchase order is created
Product added
Triggers when a new product is added
Payment created
Triggers when a new payment is created
Customer added
Triggers when a new customer is added
Ticket added
Triggers when a new ticket is added
Appointment added
Triggers when a new appointment is added
Lead added
Triggers when a new lead 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 product
Creates a new product
Create payment
Creates a new payment
Create contract
Creates a new contract
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create appointment
Creates a new appointment
Create contact
Creates a new contact
Create ticket
Creates a ticket
Create vendor
Creates a vendor
Create lead
Creates a new lead
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
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 >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
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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
