CloudTalk

This guide explains how to send an SMS via CloudTalk as an Action step in HubSpot's Workflows feature.

HubSpot SMS Workflows

Create a Zap to import the stage of a deal from Pipedrive into CloudTalk, using Zapier

Pipedrive Deal Stage: Zapier Automation

Export your call transcriptions into HubSpot as notes

Export Speech-to-Text to HubSpot

Set up your CloudTalk + Salesforce integration to work with the Salesforce Engagement platform

Salesforce Cadences

A guide to setting up your Einstein Conversation Insights Salesforce integration with CloudTalk

Einstein Conversation Insights Setup

Source dialer campaign contacts from your saved lists in Salesforce

Salesforce Contact Lists in Campaigns

Perform workflow actions connected to the Salesforce API.

Salesforce Actions

Easily sort call data logged to your Salesforce account as activities.

Call Exports to Salesforce

Connect contact custom attributes to object fields in Salesforce.

Salesforce Field Mapping

Automatically trigger SMS messages from CloudTalk based on deal updates in Pipedrive

Send CloudTalk SMS from Pipedrive via Automation

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