CloudTalk and Apollo Integration

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Automatically log CloudTalk calls and outcomes in Apollo to keep your sales and support data synchronized, enhanced with Latenode's no-code logic and affordable execution-based pricing.

Swap Apps

CloudTalk

Apollo

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect CloudTalk and Apollo

Create a New Scenario to Connect CloudTalk and Apollo

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 CloudTalk, triggered by another scenario, or executed manually (for testing purposes). In most cases, CloudTalk or Apollo will be your first step. To do this, click "Choose an app," find CloudTalk or Apollo, and select the appropriate trigger to start the scenario.

Add the CloudTalk Node

Select the CloudTalk node from the app selection panel on the right.

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CloudTalk

Configure the CloudTalk

Click on the CloudTalk node to configure it. You can modify the CloudTalk URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Apollo Node

Next, click the plus (+) icon on the CloudTalk node, select Apollo from the list of available apps, and choose the action you need from the list of nodes within Apollo.

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Apollo

Authenticate Apollo

Now, click the Apollo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Apollo settings. Authentication allows you to use Apollo through Latenode.

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Sign In

Run node once

Configure the CloudTalk and Apollo Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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The action ID

Run node once

Set Up the CloudTalk and Apollo 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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Save and Activate the Scenario

After configuring CloudTalk, Apollo, 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 CloudTalk and Apollo integration works as expected. Depending on your setup, data should flow between CloudTalk and Apollo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect CloudTalk and Apollo

CloudTalk + Apollo + Slack: When a new call is missed in CloudTalk, a new lead is created in Apollo. A notification is then sent to a designated Slack channel to alert the sales team.

Apollo + Google Sheets + CloudTalk: When a new contact is created in Apollo, the contact information is added to a Google Sheet. This triggers an outbound call via CloudTalk to the new contact.

CloudTalk and Apollo integration alternatives

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.

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.

See how Latenode works

FAQ CloudTalk and Apollo

How can I connect my CloudTalk account to Apollo using Latenode?

To connect your CloudTalk account to Apollo on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select CloudTalk and click on "Connect".
  • Authenticate your CloudTalk and Apollo accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Apollo contacts after CloudTalk calls?

Yes, you can! Latenode lets you build custom workflows to automate contact updates, saving time and improving data accuracy across your sales and communication platforms. Leverage AI to summarize call details.

What types of tasks can I perform by integrating CloudTalk with Apollo?

Integrating CloudTalk with Apollo allows you to perform various tasks, including:

  • Create new Apollo contacts from CloudTalk call data automatically.
  • Update Apollo contact details with CloudTalk call summaries.
  • Trigger outbound Apollo sequences based on CloudTalk call outcomes.
  • Log CloudTalk calls as activities in Apollo.
  • Enrich contact data in Apollo using AI-powered analysis of CloudTalk transcripts.

HowsecureistheCloudTalkintegrationwithApolloonLatenode?

Latenode uses secure authentication protocols. Data is encrypted in transit and at rest, ensuring the confidentiality and integrity of your CloudTalk and Apollo data.

Are there any limitations to the CloudTalk and Apollo integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript coding knowledge.
  • Real-time data synchronization depends on the API limits of both CloudTalk and Apollo.
  • Initial setup requires valid credentials and API keys for both platforms.

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