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

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 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 >

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

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

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

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