Integrations
How we integrate with your preferred third-party software
By Valeriia and 7 others8 authors83 articles
Integrations guideThis guide covers setting up and optimizing CloudTalk’s integrations to sync data, automate workflows, and streamline communication across platforms.
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 and install the CloudTalk CTI to ensure your data stays up to date and your team can call directly from Intercom.
Configure SalesforceA setup guide for the Salesforce and CloudTalk integration
Configure ZapierThe Zapier integration can be set up in just a few simple steps. No programming is needed, just follow the guide below
Configure ZohoConfigure data exchange between CloudTalk and Zoho to ensure your data stays up to date.
Configure LiveAgentLiveAgent integration setup is quick and easy. No programming is required, just few clicks and you're good to go.
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 ActiveCampaignA setup guide for the ActiveCampaign and CloudTalk integration
Configure GorgiasGorgias integration setup is quick and easy. No programming is required, just a few clicks and you're good to go.
Configure HubSpotConfigure data exchange between CloudTalk and HubSpot to ensure your data stays up to date.
Configure GongGong.io integration setup is quick and easy.
Configure CopperA setup guide for the Copper and CloudTalk integration
Configure OutreachA setup guide for the Outreach and CloudTalk integration
Configure Zoho DeskLearn how to connect Zoho Desk to CloudTalk and configure data synchronization
Configure MagentoLink up your Magento in CloudTalk to start using click-to-call and order tracking features
Configure SalesloftSet up your Salesloft to integrate with CloudTalk in order to access CloudTalk features
Configure KustomerA simple guide to integrating Kustomer with Cloudtalk
How to activate a WhatsApp Integration numberInstructions on the registration process for requesting a WhatsApp-enabled number.
Configure PlayvoxSet up Playvox with CloudTalk
Configure Capsule CRMSet up CloudTalk’s integration with Capsule CRM to sync contacts and log calls and messages
Configure noCRMIntegrate noCRM with CloudTalk to boost your outbound productivity and streamline call logging within your sales pipeline.
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 ShopifyLearn how to connect your Shopify store with CloudTalk
Configure WorkableIntegrate Workable with CloudTalk to automate workflows and sync candidate or job data between platforms.
Configure GreenhouseSet up your CloudTalk + Greenhouse integration to sync candidates, call activities, and contact details
Configure CloseSet up the Close integration to sync your calls, SMS, and contacts automatically
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.
How It Works
Integration benefits and data export logic
How to Use CloudTalk with LiveAgentIntegrate CloudTalk with LiveAgent and optimize your communication processes
Using CloudTalk with PipedriveLearn how to make and receive calls, and review call insights directly within Pipedrive.
Using CloudTalk with ZohoConnect CloudTalk with Zoho to bring advanced call center features directly into your workflow
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.
How to Use CloudTalk with GorgiasStreamline communication between you and your customers by integrating CloudTalk with the Gorgias helpdesk software.
Using CloudTalk with Zendesk SellExplore how calls are handled and how information is synced between CloudTalk and Zendesk Sell.
Using CloudTalk with IntercomCloudTalk with Intercom will help you to make efficient and personalized phone calls with customers
Using CloudTalk with ZendeskExplore how calls are handled and how information is synced between CloudTalk and Zendesk
How to use CloudTalk with NicereplyA list of useful links to help you setup your Nicereply integration in CloudTalk.
ActiveCampaign Data SynchHow data is synchronized between your CloudTalk and ActiveCampaign account
Copper Data SynchSet 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
How to Use Make with CloudTalkSet up Make's public integration to start using with CloudTalk
How to Use CloudTalk with OutreachTips to start using your Outreach integration with the CloudTalk platform
How to Use CloudTalk with MagentoStart using CloudTalk's integrated features with Magento
How to Use WhatsApp with CloudTalkA guide to using our integrated WhatsApp functionality
Using CloudTalk with PlayvoxAn introduction to the functionalities that integrating Playvox with CloudTalk can provide
How to use CloudTalk with SalesloftSet up integrated Salesloft to merge contacts and information through the CloudTalk interface
Contact MergingHow CloudTalk integrates new contacts with existing matches
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.
How to Use CloudTalk with Capsule CRMConnect CloudTalk with Capsule CRM to streamline your calls, contact management, and customer communication
How to Use CloudTalk with noCRMConnect CloudTalk to noCRM to place calls, log activities, and sync AI-powered insights
Using CloudTalk with monday.comIntegrate CloudTalk with monday.com to sync contacts, calls, tags, and notes seamlessly across both platforms.
Using CloudTalk with OdooExplore how calls are handled and how information is synced between CloudTalk and Odoo
How to Use Shopify with CloudTalkStreamline customer communication, call activity, and sales data across Shopify and CloudTalk
How to Use Workable with CloudTalkConnect Workable with CloudTalk to sync candidates, log calls and SMS, and streamline hiring.
How to Use CloudTalk with GreenhouseEasily sync candidates, calls, and SMS between CloudTalk and Greenhouse
How to Use CloudTalk with CloseLearn how CloudTalk syncs calls, SMS, and contact data with Close for smoother workflows
Using CloudTalk with BullhornStreamline recruitment and sales workflows by integrating CloudTalk with 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.
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.
