Integrate CloudTalk with Act! 365
Send information between CloudTalk and Act! 365 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in CloudTalk whenever a new contact is created in Act! 365
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in CloudTalk whenever a new contact is created in Act! 365.
How it works
- The flow triggers when a new contact is created in Act! 365.
- Zoho Flow creates a new contact in CloudTalk.
Create a new contact in CloudTalk whenever a new contact is created in Act! 365
Act! 365 + CloudTalk
Add a new contact in Act! 365 whenever a new contact is added in CloudTalk
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Act! 365 whenever a new contact is added in CloudTalk.
How it works
- The flow triggers when a new contact is created in CloudTalk.
- Zoho Flow creates a new contact in Act! 365.
Add a new contact in Act! 365 whenever a new contact is added in CloudTalk
CloudTalk + Act! 365
Build your own integrations between CloudTalk and Act! 365
Connect CloudTalk and Act! 365 with over 850+ 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 Act! 365 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
To-do created
Triggers when a new to-do is created
Contact created
Triggers when a new contact is created
Opportunity created
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
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
Add activity
Adds an activity 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 opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create to-do
Creates a new to-do
Fetch contact by email
Fetches the details of an existing contact by email address
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 Act! 365?
Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.
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Director, Perth Security Services
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!
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Head of Operations, AAA Band Rentals
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
