Uploading your contacts into CloudTalk is easy and there are several ways how to do it.
In CloudTalk’s interface, click on "Integrations" in the left side menu. Choose the integration that suits your needs.
Sync your Google contacts with CloudTalk in just a few clicks. Launch the synchronization, sign in to your Google account, authorize CloudTalk to download your contact database and let us take care of the rest. Your contacts will be uploaded to CloudTalk in a few minutes and you can start making phone calls.
More on Google contacts here.
Downloada CSV file with your contacts.Choose a tag that will be used to identify the selected group of contacts. This will later help you search and manage your contacts. Select the country from which most of your phone numbers in the CSV file come. The CSV file should contain phone numbers in their international format (e.g. +421908123456), otherwise we will automatically add the area code of the country that you have selected in this step.
More on CSV import here.
Integrate CloudTalk with external systems that you use regularly via our API. Integrations can be used to import and export contacts and for regular downloads of call history, orders, tickets, etc. Once your systems are interconnected with CloudTalk via API, all available information and data will be synchronized regularly.
Read more on API here.
Integrate CloudTalk with CRM tools, e-commerce and helpdesk solutions. All these tools will improve your CloudTalk experience. We are constantly working on new integrations. The updated list of integrations can be found here, but don’t hesitate to contact us if you didn’t find your favorite solution on the list. We might be already working on it :)
For more information on integrations, please visit our website.
Use the Custom Fields feature
Create your own custom fields to add important customer data that are relevant for your business (e.g. revenue, profit, evaluation,…).
Monitor and store important customer information thanks to custom fields displayed in each customer’s contact details.
More on this topic in the Custom Fields detail.