Integrate HubSpot CRM with CloudTalk

Send information between HubSpot CRM and CloudTalk automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Dispatch a welcome message in CloudTalk for newly created contacts in HubSpot CRM

Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email in CloudTalk when a new contact is created in HubSpot CRM.

How it works
  1. The flow triggers when a new contact is created in HubSpot CRM.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Dispatch a welcome message in CloudTalk for newly created contacts in HubSpot CRM

HubSpot CRM + CloudTalk

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Set up a new contact in CloudTalk when a contact is created in HubSpot CRM

Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in CloudTalk for new contacts created in HubSpot CRM.

How it works
  1. The flow triggers when a new contact is created in HubSpot CRM.
  2. Zoho Flow creates a new contact in CloudTalk.
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Set up a new contact in CloudTalk when a contact is created in HubSpot CRM

HubSpot CRM + CloudTalk

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Generate a new contact in CloudTalk each time a new contact is created in HubSpot CRM

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in CloudTalk whenever a new contact is created in HubSpot CRM.

How it works
  1. The flow triggers when a new contact is created in HubSpot CRM.
  2. Zoho Flow creates a new contact in CloudTalk.
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Generate a new contact in CloudTalk each time a new contact is created in HubSpot CRM

HubSpot CRM + CloudTalk

Build your own integrations between HubSpot CRM and CloudTalk

Connect HubSpot CRM and CloudTalk 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 HubSpot CRM and CloudTalk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Campaign created or updated

Triggers when a campaign is created or updated in HubSpot Marketing

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

Company updated

Triggers when the details of an existing company are updated

Contact updated

Triggers when the details of an existing contact are updated

Deal created

Triggers when a new deal is created

Task created

Triggers when a new task is created

Deal updated

Triggers when a deal is updated

Engagement created

Triggers when a new engagement is created

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 engagement

Creates a new engagement

Create company

Creates a new company

Create contact

Creates a new contact

Create ticket

Creates a new ticket

Create deal

Creates a new deal

Create task

Creates a new task

Update contact - By email

Updates the details of the contact associated with the specified email

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update company

Updates the details of an existing company

Associate CRM entities

Associates two existing CRM entities

Create or update contact

Creates a new contact. Updates the contact details if it already exists

Fetch deal

Fetches the details of an existing deal by ID

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch campaign - By ID

Fetches the details of an existing campaign from HubSpot Marketing by ID

Fetch company - By name

Fetches the details of an existing company by name

Fetch contact

Fetches the details of an existing contact by VID or Email

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

What is HubSpot CRM?

HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.

CRM Popular

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Toto

Technical Engineer, Master Liveaboards

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