CloudTalk integrates seamlessly with CRMs, help desks, sales platforms, and automation tools, enabling businesses to sync data, streamline communication, and automate workflows. This guide walks you through the setup, key functionalities, and data synchronization across various integrations.
Setting Up Your Integrations
Before using an integration, it must be properly configured. CloudTalk offers direct integrations with Salesforce, HubSpot, Zendesk, Pipedrive, Zoho, and more, making setup quick and easy.
Start by configuring your integrations with these step-by-step guides:
CRM & Sales Integrations – Salesforce, HubSpot, Pipedrive, Zoho, Copper, Outreach, Salesloft, ActiveCampaign, and Microsoft Dynamics 365 Sales.
E-commerce & Productivity Integrations – Magento, Google Contacts, Make, Playvox, and Gong.
Workflow Automation – Zapier and CloudTalk’s internal automation features.
Automating Call Workflows & Data Exports
CloudTalk integrations allow you to automate repetitive tasks, sync call logs, and trigger workflows across platforms.
Automation features include:
Speech-to-Text Exports – Send call transcriptions directly to HubSpot.
Power Dialer Campaigns – Use saved Salesforce and HubSpot contact lists to automate outbound campaigns.
Automatic SMS Actions – Set up SMS triggers in HubSpot Workflows and CloudTalk Automations.
Managing Contact Merging & Data Sync
Keeping your customer records organized is crucial when working with multiple tools. CloudTalk helps merge and sync data effortlessly.
Contact & Call Data Synchronization
Automatic Contact Merging – Prevent duplicates and consolidate data automatically.
Salesforce & HubSpot-Specific Features
HubSpot Quick Fixes – Troubleshoot common issues when syncing data.
Expanding Communication with WhatsApp & Messaging
Beyond voice calls, CloudTalk integrates with WhatsApp and SMS platforms to extend your communication channels.
How to Activate CloudTalk’s WhatsApp Integration – Set up WhatsApp Business messaging.
How to Use WhatsApp with CloudTalk – Engage customers via WhatsApp-approved templates.
HubSpot SMS Workflows – Automate SMS messaging in HubSpot.