Zapier call center integration for CloudTalk

Zapier integration for CloudTalk

Integrate CloudTalk with Zapier and automate your daily workflows. With Zapier, you will be able to connect CloudTalk with more than 1500 apps. Zapier acts like a bridge between various applications and lets you initiate calls, send notifications and update contact details, in addition to hundreds of other possibilities.

For every inbound or outbound call, you can set up a Zapier trigger. You can send an email to a customer, add a row in Google Sheets, raise a ticket in one your favourite Helpdesk or update contact information in your CRM. All relevant information regarding the call, including recording, voicemail and url, is available to you when you create zaps on Zapier.

Most common Zaps:

• Create call log in Google Sheets for every call made and received in CloudTalk
• Create or update a contact in Highrise from a call registered in CloudTalk
• Get a push notification in Pushbullet for every new voicemail received in CloudTalk
• Add CloudTalk calling customers into a Mailchimp list
• Create Zendesk tickets from new CloudTalk calls
• Send SMS/Text message to customer after a call is done in CloudTalk (e.g. with some call tags)
• Create a new ActiveCampaign deal for calls received in CloudTalk

Triggers

You Zaps can be triggered by:

• Contact creation / update
• Call executed
• SMS sent / received

Triggering event contains all relevant data about the triggering object, so that you can utilize those in you workflows. 

Contact trigger

Contact trigger contains all available data about your contact in CloudTalk such as name, phone numbers, email addresses, etc.

This trigger is most commonly used to synchronize your contact list from CloudTalk into a 3rd party application such as CRM, Marketing automation tool and other.

Call trigger

Call trigger contains all available data about a call made via CloudTalk such as phone numbers, duration, waiting time, call tags & notes, etc.

This trigger is most commonly used to export call logs into your reporting tools, CRMs or Ecommerce tools, so that you gain 360° overview of your customers.

SMS trigger

SMS trigger contains details of the SMS that is sent or received via CloudTalk. You can use SMS text, agent that has sent the message and phone numbers in your Zaps.

This trigger is most commonly used to store text messages in your other tools such as CRMs to gain 360° overview of your customers or to send notifications about incoming messages via Slack.

Actions

Your Zaps can also trigger actions in CloudTalk such as:

• Creating / updating Contacts
• Creating / updating Contact Activities
• Sending SMS

Contact and Contact Activities actions are commonly used for importing data from your CRM / Ecommerce / Marketing tools into CloudTalk in order to provide your Agents with up to date, relevant information about your contacts.

Having all relevant contact infromation in CloudTalk simplifies calls for your agents, resulting in higher First Call Resolution and Customer Satisfaction.

How to activate Zapier

Simply visit our app in Zapier and start building awesome Zaps. Alternatively, you can use our Zap templates with some common Zaps pre-built for you.