Integrated Workflows
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 power 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.
HubSpot Contact Lists in CampaignsSource power dialer campaign contacts from your CRM lists in HubSpot
Exporting Conversation IntelligenceAccess your AI call data from your preferred integration platform
Salesforce Field MappingConnect contact custom attributes to object fields in Salesforce.