Popular ways to use CloudTalk workflows

• Create a CloudTalk contacts from new Copper Person contacts

  

  by Zapier

  Zapier

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  • 
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  Copper, CloudTalk

  Copper + CloudTalk

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  1. 

     When this happens

     Step 1: New Person

  2. 

     Then do this

     Step 2: Create Contact

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  Create a CloudTalk contacts from new Copper Person contacts

  

  by Zapier

  Zapier

  Create a CloudTalk contacts from new Copper Person contacts

  Try it

  • 
  • 

  Copper, CloudTalk

  Copper + CloudTalk

• Update CloudTalk contacts when Copper Person contacts are updated

  

  by Zapier

  Zapier

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  Copper, CloudTalk

  Copper + CloudTalk

  More details

  1. 

     When this happens

     Step 1: Updated Person

  2. 

     Then do this

     Step 2: Update Contact

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  Update CloudTalk contacts when Copper Person contacts are updated

  

  by Zapier

  Zapier

  Update CloudTalk contacts when Copper Person contacts are updated

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  Copper, CloudTalk

  Copper + CloudTalk

• Create Person contacts in Copper when CloudTalk contacts are updated

  

  by Zapier

  Zapier

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  • +2
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  CloudTalk, Formatter by Zapier, Copper

  CloudTalk + Formatter by Zapier + Copper

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  1. 

     When this happens

     Step 1: New Contact

  2. 

     Then do this

     Step 2: Text

  3. 

     Then do this

     Step 3: Text

  4. 

     Then do this

     Step 4: Create/Update Person

  See Zap detailsTry it

  Create Person contacts in Copper when CloudTalk contacts are updated

  

  by Zapier

  Zapier

  Create Person contacts in Copper when CloudTalk contacts are updated

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  • +2
  • 

  CloudTalk, Formatter by Zapier, Copper

  CloudTalk + Formatter by Zapier + Copper

• Log CloudTalk calls as Activities in Copper

  

  by Zapier

  Zapier

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  CloudTalk, Copper

  CloudTalk + Copper

  More details

  1. 

     When this happens

     Step 1: New Call

  2. 

     Then do this

     Step 2: Create Activity

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  Log CloudTalk calls as Activities in Copper

  

  by Zapier

  Zapier

  Log CloudTalk calls as Activities in Copper

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  CloudTalk, Copper

  CloudTalk + Copper

• Create CloudTalk Contacts from new noCRM.io Leads

  

  by Zapier

  Zapier

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  noCRM.io, CloudTalk

  noCRM.io + CloudTalk

  More details

  1. 

     When this happens

     Step 1: New Lead

  2. 

     Then do this

     Step 2: Create Contact

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  Create CloudTalk Contacts from new noCRM.io Leads

  

  by Zapier

  Zapier

  Create CloudTalk Contacts from new noCRM.io Leads

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  noCRM.io, CloudTalk

  noCRM.io + CloudTalk

• Update CloudTalk Contacts when noCRM Leads are updated

  

  by Zapier

  Zapier

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  noCRM.io, CloudTalk

  noCRM.io + CloudTalk

  More details

  1. 

     When this happens

     Step 1: New Lead Content Changed

  2. 

     Then do this

     Step 2: Update Contact

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  Update CloudTalk Contacts when noCRM Leads are updated

  

  by Zapier

  Zapier

  Update CloudTalk Contacts when noCRM Leads are updated

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  • 
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  noCRM.io, CloudTalk

  noCRM.io + CloudTalk

• Log CloudTalk calls as Activities in noCRM

  

  by Zapier

  Zapier

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  • 
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  CloudTalk, noCRM.io

  CloudTalk + noCRM.io

  More details

  1. 

     When this happens

     Step 1: New Call

  2. 

     Then do this

     Step 2: Log an Activity

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  Log CloudTalk calls as Activities in noCRM

  

  by Zapier

  Zapier

  Log CloudTalk calls as Activities in noCRM

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  CloudTalk, noCRM.io

  CloudTalk + noCRM.io

• Log missed CloudTalk Calls as Asana Tasks

  

  by Zapier

  Zapier

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  CloudTalk, Filter by Zapier, Asana

  CloudTalk + Filter by Zapier + Asana

  More details

  1. 

     When this happens

     Step 1: New Call

  2. 

     Then do this

     Step 2: Only continue if...

  3. 

     Then do this

     Step 3: Create Task

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  Log missed CloudTalk Calls as Asana Tasks

  

  by Zapier

  Zapier

  Log missed CloudTalk Calls as Asana Tasks

  Try it

  • 
  • 
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  CloudTalk, Filter by Zapier, Asana

  CloudTalk + Filter by Zapier + Asana

• 

  New Call

  Triggers when call is made via CloudTalk.

  Trigger

  Instant
• 

  New Contact

  Triggers when a contact is created or updated in CloudTalk.

  Trigger

  Instant
• 

  New SMS

  Triggers when a SMS is sent/received via CloudTalk

  Trigger

  Instant
• 

  Create or Update Activity

  Creates a new or updates an existing activity.

  Action

  Write
• 

  Create or Update Contact

  Creates a new or updates an existing contact.

  Action

  Write
• 

  Create Contact

  Create a new contact.

  Action

  Write
• 

  Send SMS

  Send SMS via CloudTalk

  Action

  Write
• 

  Update Contact

  Update an existing contact

  Action

  Write
• CloudTalk

  Finds a contact.

  Scheduled

  Action