Integrations
How we integrate with your preferred third-party software
By Valeriia and 7 others8 authors94 articles
Configure My Integration
Initial integration setup
- Configure Help ScoutConfigure data exchange between CloudTalk and Help Scout to ensure your data stays up to date.
- Configure PipedriveConfigure data exchange and install the CloudTalk CTI to ensure your data stays up to date and your team can call directly from Pipedrive.
- Configure FreshdeskConfigure data exchange between CloudTalk and Freshdesk to ensure your data stays up to date.
- Configure Microsoft Dynamics 365 SalesConfigure data exchange between CloudTalk and Microsoft Dynamics 365 Sales to ensure your data stays up to date.
- Configure IntercomConfigure data exchange between CloudTalk and Intercom to ensure your data stays up to date.
- Configure SalesforceConfigure data exchange between CloudTalk and Salesforce to ensure your data stays up to date.
- Configure ZapierConfigure data exchange between CloudTalk and Zapier to ensure your data stays up to date.
- Configure ZohoConfigure data exchange between CloudTalk and Zoho to ensure your data stays up to date.
- Configure LiveAgentConfigure data exchange and to ensure your data stays up to date and your team can call directly from Liveagent.
- Configure FrontConfigure data exchange and install the CloudTalk CTI to ensure your data stays up to date and your team can call directly from Front.
- Configure ZendeskConfigure data exchange between CloudTalk and Zendesk to ensure your data stays up to date.
- Configure Zendesk SellConfigure data exchange between CloudTalk and Zendesk Sell to ensure your data stays up to date.
- Configure ActiveCampaignConfigure data exchange between CloudTalk and ActiveCampaign to ensure your data stays up to date.
- Configure GorgiasConfigure data exchange between CloudTalk and Gorgias to ensure your data stays up to date.
- Configure HubSpotConfigure data exchange between CloudTalk and HubSpot to ensure your data stays up to date.
- Configure GongConfigure data exchange between CloudTalk and Gong to ensure your data stays up to date.
- Configure CopperConfigure data exchange between CloudTalk and Copper to ensure your data stays up to date.
- Configure OutreachConfigure data exchange between CloudTalk and Outreach to ensure your data stays up to date.
- Configure Zoho DeskLearn how to connect Zoho Desk to CloudTalk and configure data synchronization
- Configure Adobe Commerce (Magento)Configure data exchange between CloudTalk and Adobe Commerce (Magento) to ensure your data stays up to date.
- Configure SalesloftConfigure data exchange and to ensure your data stays up to date and your team can call directly from Salesloft
- Configure KustomerConfigure data exchange between CloudTalk and Kustomer to ensure your data stays up to date.
- Configure PlayvoxConfigure data exchange between CloudTalk and Playvox to ensure your data stays up to date.
- Configure Capsule CRMConfigure data exchange ensure your data stays up to date and your team can call directly from Capsule CRM.
- Configure noCRMConfigure data exchange between CloudTalk and noCRM to ensure your data stays up to date.
- Configure monday.comConfigure data exchange between CloudTalk and monday.com to ensure your data stays up to date.
- Configure OdooConfigure data exchange between CloudTalk and Odoo to ensure your data stays up to date.
- Configure ShopifyConfigure data exchange between CloudTalk and Shopify to ensure your data stays up to date.
- Configure WorkableConfigure data exchange between CloudTalk and Workable to ensure your data stays up to date.
- Configure GreenhouseConfigure data exchange between CloudTalk and Greenhouse to ensure your data stays up to date.
- Configure CloseConfigure data exchange between CloudTalk and Close to ensure your data stays up to date.
- Configure BullhornConfigure data exchange and install the CloudTalk CTI to ensure your data stays up to date and your team can call directly from Bullhorn
- Configure Custom Field Mapping for ZendeskSync CloudTalk call data to Zendesk ticket fields for structured tracking and reporting
- Configure MS TeamsConfigure data exchange between CloudTalk and Microsoft Teams to ensure your data stays up to date.
- Configure Freshsales (Freshworks CRM)Configure data exchange between CloudTalk and Freshsales to ensure your data stays up to date.
- Configure MakeSet up Make's public integration to start automating workflows with CloudTalk
- Configure NicereplyCollect customer satisfaction feedback automatically after calls and SMS conversations.
- Integrating a custom or in-house CRM with CloudTalkConnect a custom or in-house CRM to CloudTalk using the REST API, Webhooks, Workflow Automation, or a no-code bridge like Zapier or Make
- Configure AttioConfigure data exchange between CloudTalk and Attio to ensure your data stays up to date.
- Configure HubSpot Help DeskTake and make CloudTalk calls inside HubSpot Help Desk, and let HubSpot create the ticket for you.
How It Works
Integration benefits and data export logic
- Checking your integration's health and activityLearn how to read the status banner and the Activity card on your integration page to check whether data is flowing between CloudTalk and your CRM.
- Re-authorizing Your CRM IntegrationKeep your integrations connected without disrupting your data or workflows.
- Using CloudTalk with LiveAgentExplore how calls are handled and how information is synced between CloudTalk and LiveAgent
- Using CloudTalk with PipedriveExplore how calls are handled and how information is synced between CloudTalk and Pipedrive
- Using CloudTalk with ZohoExplore how calls are handled and how information is synced between CloudTalk and Zoho
- CloudTalk Phone in HubSpotSee how our CTI works within HubSpot
- Using CloudTalk with FrontExplore how calls are handled and how information is synced between CloudTalk and Front.
- Using CloudTalk with SalesforceExplore how calls are handled and how information is synced between CloudTalk and Salesforce.
- Using CloudTalk with GorgiasExplore how calls are handled and how information is synced between CloudTalk and Gorgias.
- Using CloudTalk with Zendesk SellExplore how calls are handled and how information is synced between CloudTalk and Zendesk Sell.
- Using CloudTalk with IntercomExplore how calls are handled and how information is synced between CloudTalk and Intercom
- Using CloudTalk with ZendeskExplore how calls are handled and how information is synced between CloudTalk and Zendesk
- ActiveCampaign Data SyncHow data is synchronized between your CloudTalk and ActiveCampaign account
- Copper Data SyncSet up integrated Copper to merge contacts and information through the CloudTalk interface
- Using CloudTalk with Help ScoutExplore how calls are handled and how information is synced between CloudTalk and Help Scout
- Using CloudTalk with OutreachExplore how calls are handled and how information is synced between CloudTalk and Outreach
- Using CloudTalk with Adobe Commerce (Magento)Explore how calls are handled and how information is synced between CloudTalk and Adobe Commerce (Magento)
- Using CloudTalk with PlayvoxExplore how calls are handled and how information is synced between CloudTalk and Playvox
- Using CloudTalk with SalesloftExplore how calls are handled and how information is synced between CloudTalk and Salesloft.
- HubSpot Quick FixesFind solutions to common problems in your HubSpot & CloudTalk integration setup
- Automatic Missed Call AssignmentHow automatic assignment for call export works with missed calls, voicemails, and other cases
- How to Use CloudTalk with PlectoIntegrate call history with your Plecto: Business dashboard
- Using Cloudtalk with MS TeamsSet up your CloudTalk phone from your Teams dashboard and create a centralized location for calling data and contact records.
- Using CloudTalk with Capsule CRMExplore how calls are handled and how information is synced between CloudTalk and Capsule.
- Using CloudTalk with noCRMExplore how calls are handled and how information is synced between CloudTalk and noCRM.
- Using CloudTalk with monday.comExplore how calls are handled and how information is synced between CloudTalk and monday.com.
- Using CloudTalk with OdooExplore how calls are handled and how information is synced between CloudTalk and Odoo
- Using Shopify with CloudTalkExplore how calls are handled and how information is synced between CloudTalk and Shopify
- Using Workable with CloudTalkExplore how calls are handled and how information is synced between CloudTalk and Workable
- Using CloudTalk with GreenhouseExplore how calls are handled and how information is synced between CloudTalk and Greenhouse.
- Using CloudTalk with CloseExplore how calls are handled and how information is synced between CloudTalk and Close.
- Using CloudTalk with BullhornExplore how calls are handled and how information is synced between CloudTalk and Bullhorn
- Using Zoho Desk with CloudTalkLearn how calls and customer data are synced between CloudTalk and Zoho Desk
- Using CloudTalk with HubSpotExplore how calls are handled and how information is synced between CloudTalk and HubSpot.
- Using CloudTalk with FreshdeskExplore how calls are handled and how information is synced between CloudTalk and Freshdesk.
- Using CloudTalk with Microsoft Dynamics 365 SalesExplore how calls are handled and how information is synced between CloudTalk and Microsoft Dynamics 365 Sales.
- Using CloudTalk with Freshsales (Freshworks CRM)Explore how calls are handled and how information is synced between CloudTalk and Freshsales.
- How CloudTalk syncs data with your CRMUnderstand how often your integrations sync and what to expect from data updates
- Using CloudTalk with KustomerExplore how calls are handled and how information is synced between CloudTalk and Kustomer.
- Using CloudTalk with GongExplore how CloudTalk calls are sent to Gong for transcription and analysis.
- Using CloudTalk with AttioExplore how calls are handled and how information is synced between CloudTalk and Attio.
- Salesforce Service Cloud Voice: Admin Setup GuideAdmin setup for CloudTalk in Salesforce Service Cloud Voice: enable Voice, configure permission sets, create the contact center, set Trusted URLs, and set up Omni-Channel.
- HubSpot SMS WorkflowsThis guide explains how to send an SMS via CloudTalk as an Action step in HubSpot's Workflows feature.
- Pipedrive Deal Stage: Zapier AutomationCreate a Zap to import the stage of a deal from Pipedrive into CloudTalk, using Zapier
- Export Speech-to-Text to HubSpotExport your call transcriptions into HubSpot as notes
- Salesforce CadencesSet up your CloudTalk + Salesforce integration to work with the Salesforce Engagement platform
- Einstein Conversation Insights SetupA guide to setting up your Einstein Conversation Insights Salesforce integration with CloudTalk
- Salesforce Contact Lists in CampaignsSource dialer campaign contacts from your saved lists in Salesforce
- Salesforce ActionsPerform workflow actions connected to the Salesforce API.
- Call Exports to SalesforceEasily sort call data logged to your Salesforce account as activities.
- Salesforce Field MappingConnect contact custom attributes to object fields in Salesforce.
- Send CloudTalk SMS from Pipedrive via AutomationAutomatically trigger SMS messages from CloudTalk based on deal updates in Pipedrive
- Salesforce Service Cloud VoiceSet up Salesforce Service Cloud Voice and manage your calls directly in Salesforce.