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How to connect Apollo and CloudTalk
Create a New Scenario to Connect Apollo and CloudTalk
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Apollo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Apollo or CloudTalk will be your first step. To do this, click "Choose an app," find Apollo or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Apollo Node
Select the Apollo node from the app selection panel on the right.
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Add the CloudTalk Node
Next, click the plus (+) icon on the Apollo node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
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Authenticate CloudTalk
Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.
Configure the Apollo and CloudTalk Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Apollo and CloudTalk Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Apollo, CloudTalk, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Apollo and CloudTalk integration works as expected. Depending on your setup, data should flow between Apollo and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Apollo and CloudTalk
CloudTalk + Apollo + Slack: When a new call is registered in CloudTalk, the system searches for the contact in Apollo. If found, a summary of the call is posted to a dedicated Slack channel.
CloudTalk + Apollo + HubSpot: When a new call is registered in CloudTalk, the system searches for the contact in Apollo. If found, the call details are logged against the contact in Apollo and the contact is created or updated in HubSpot CRM.
Apollo and CloudTalk integration alternatives
About Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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About CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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See how Latenode works
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FAQ Apollo and CloudTalk
How can I connect my Apollo account to CloudTalk using Latenode?
To connect your Apollo account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Apollo and click on "Connect".
- Authenticate your Apollo and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I log CloudTalk calls in Apollo automatically?
Yes, you can! Latenode enables seamless logging of CloudTalk calls directly into Apollo. Benefit from a unified view of prospect interactions, enhanced reporting, and improved sales insights.
What types of tasks can I perform by integrating Apollo with CloudTalk?
Integrating Apollo with CloudTalk allows you to perform various tasks, including:
- Create new Apollo contacts from CloudTalk call data automatically.
- Trigger CloudTalk calls when a new contact is added in Apollo.
- Update Apollo contact details based on CloudTalk call outcomes.
- Send SMS via CloudTalk on specific Apollo sequence events.
- Log call durations from CloudTalk as activities in Apollo.
How can I automate outreach using Apollo data within CloudTalk on Latenode?
Latenode lets you trigger automated CloudTalk calls based on Apollo data. You can create personalized outreach sequences using no-code building blocks and AI enrichment.
Are there any limitations to the Apollo and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on Apollo and CloudTalk API availability.
- Complex workflows with extensive data transformations may require JavaScript.
- Historical data migration between Apollo and CloudTalk is not directly supported.
