CloudTalk’s Workflow Automations allow you to set up triggers, conditions, and actions to automate workflows, improving efficiency in customer support, sales, and team collaboration. This guide will help you configure workflows, integrate them with external tools, and optimize your call center operations.
If you’re new to workflow automations, start with Configuring Workflow Automations to understand the basics, then explore triggers, conditions, and actions to customize workflows for your business needs.
Workflow Automation Basics
Configuring Workflow Automations – Learn how to set up automated workflows to enhance business processes.
Triggers – Define event-based triggers to initiate workflow actions.
Conditions – Apply rules that determine when a workflow should run.
Actions – Automate specific tasks, such as sending messages or updating records.
Automating SMS & Messaging
Automate a Welcome SMS – Automatically send a welcome text to new contacts.
Automate a Follow-up SMS – Set up automated follow-ups via SMS to improve customer engagement.
Forward Incoming SMS to Slack – Route inbound text messages directly to a Slack channel.
Contact & Data Management
Automate Contact Tags – Automatically tag contacts based on specific criteria.
Export Survey Answers – Send survey responses from campaigns to your preferred CRM system.
AI-Powered Transcriptions & Integrations
Speech-to-Text Transcription – Set up automated call transcription and export transcripts.
Send Transcriptions to Slack – Automatically forward call transcripts to Slack for easy access.
HubSpot Authentication – Understand how CloudTalk workflows authenticate API requests with HubSpot.