Integrate Onpipeline with CloudTalk
Send information between Onpipeline 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 Onpipeline
Send personalized welcome emails to every new contact in your sales CRM. This workflow ensures that a welcome email is sent in CloudTalk whenever a new contact is added in Onpipeline.
How it works
- The flow triggers when a new contact person is added in Onpipeline.
- Zoho Flow sends an SMS message in CloudTalk.
Send a welcome email in CloudTalk for a recently created contact in Onpipeline
Onpipeline + CloudTalk
Create a contact in CloudTalk each time a contact is created in Onpipeline
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 Onpipeline.
How it works
- The flow triggers when a new contact person is added in Onpipeline.
- Zoho Flow creates a new contact in CloudTalk.
Create a contact in CloudTalk each time a contact is created in Onpipeline
Onpipeline + CloudTalk
Build your own integrations between Onpipeline and CloudTalk
Connect Onpipeline and CloudTalk with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Onpipeline and CloudTalk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Deal updated as won
Triggers when a deal is updated as won
Deal created
Triggers when a new deal is created
Person added
Triggers when a new contact person is added
Event updated
Triggers when a calendar event is updated
Deal updated
Triggers when an existing deal is updated
Contact created
Triggers when a new contact is created
Agent created
Triggers when a new agent is created
Call created
Triggers when a new call of the selected type is created
All Actions - Actions are the automated tasks
Add lead
Creates a new lead
Add organization
Adds a new organization
Create deal
Creates a new deal
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing contact person
Add person
Adds a new contact person
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
Send SMS
Sends an SMS message
Create agent
Creates a new agent
Create contact
Creates a new contact
Add activity
Adds an activity to an existing contact
Add note
Adds a note to an existing contact
Update contact
Updates the details of an existing contact
Update agent
Updates the details of an existing agent
Fetch contact
Fetches the details of an existing contact using ID or keyword
What is Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
Similar apps
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.
Similar apps
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.
Learn more >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
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
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
