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How to connect CloudTalk and Blue
Create a New Scenario to Connect CloudTalk and Blue
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 Blue will be your first step. To do this, click "Choose an app," find CloudTalk or Blue, 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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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.
Add the Blue Node
Next, click the plus (+) icon on the CloudTalk node, select Blue from the list of available apps, and choose the action you need from the list of nodes within Blue.
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Authenticate Blue
Now, click the Blue node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Blue settings. Authentication allows you to use Blue through Latenode.
Configure the CloudTalk and Blue 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 CloudTalk and Blue 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, Blue, 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 Blue integration works as expected. Depending on your setup, data should flow between CloudTalk and Blue (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 Blue
CloudTalk + Blue + Slack: When a new call is registered as missed in CloudTalk, the system searches for related customer details in Blue. If the customer is found, a message is sent to a designated Slack channel with the customer's information.
Blue + CloudTalk + HubSpot: When a new contact is created in Blue, the system triggers a call to that contact in CloudTalk. After the call, a call engagement activity is logged in HubSpot, linked to the new contact.
CloudTalk and Blue 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.
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About Blue
Use Blue in Latenode to streamline data validation. Catch errors early by adding pre-built Blue validation nodes to any workflow. Automate data cleansing and standardization before it reaches your database, avoiding inconsistencies. Benefit from Latenode’s visual editor and scaling features.
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See how Latenode works
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FAQ CloudTalk and Blue
How can I connect my CloudTalk account to Blue using Latenode?
To connect your CloudTalk account to Blue 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 Blue accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Blue contacts from CloudTalk call data?
Yes, you can! Latenode enables seamless data transfer, updating Blue contacts in real-time based on CloudTalk interactions, improving contact data quality and saving time.
What types of tasks can I perform by integrating CloudTalk with Blue?
Integrating CloudTalk with Blue allows you to perform various tasks, including:
- Automatically creating new Blue leads from CloudTalk call recordings.
- Triggering Blue marketing campaigns based on CloudTalk call outcomes.
- Syncing CloudTalk contact data with Blue contact lists automatically.
- Logging CloudTalk call details into Blue as customer activity entries.
- Sending SMS via Blue upon specific CloudTalk call events.
How secure is connecting CloudTalk and Blue through Latenode?
Latenode uses industry-standard encryption and secure authentication protocols, ensuring safe data transfer between CloudTalk and Blue at all times.
Are there any limitations to the CloudTalk and Blue integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Real-time sync depends on the API rate limits of CloudTalk and Blue.
- Integration is limited to the data points exposed by the APIs.
