Integrate Salesmate with CloudTalk
Send information between Salesmate and CloudTalk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in CloudTalk when a new contact is created in Salesmate
Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in CloudTalk when a new contact is created in Salesmate.
How it works
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow sends an SMS message in CloudTalk.
Send a welcome email in CloudTalk when a new contact is created in Salesmate
Salesmate + CloudTalk
Create a new contact in CloudTalk when a new contact is created in Salesmate
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in CloudTalk whenever a new contact is added in Salesmate.
How it works
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow creates a new contact in CloudTalk.
Create a new contact in CloudTalk when a new contact is created in Salesmate
Salesmate + CloudTalk
Create a new contact in CloudTalk whenever a new contact is created in Salesmate
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in CloudTalk whenever a new contact is created in Salesmate.
How it works
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow creates a new contact in CloudTalk.
Create a new contact in CloudTalk whenever a new contact is created in Salesmate
Salesmate + CloudTalk
Build your own integrations between Salesmate and CloudTalk
Connect Salesmate 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 Salesmate and CloudTalk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company 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 contact
Creates a new contact
Create activity
Creates a new activity
Create company
Creates a new company
Create deal
Creates a new deal
Update deal
Updates the details of an existing deal
Update activity
Updates the details of an existing activity
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch deal
Fetches the details of a deal by title or ID
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch company
Fetches the details of a company by name, ID, or website
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 Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
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.
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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
