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How to connect CloudTalk and Contacts+
Create a New Scenario to Connect CloudTalk and Contacts+
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 Contacts+ will be your first step. To do this, click "Choose an app," find CloudTalk or Contacts+, 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 Contacts+ Node
Next, click the plus (+) icon on the CloudTalk node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
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Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the CloudTalk and Contacts+ 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 Contacts+ 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, Contacts+, 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 Contacts+ integration works as expected. Depending on your setup, data should flow between CloudTalk and Contacts+ (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 Contacts+
CloudTalk + Contacts+ + Google Sheets: When a new call is received in CloudTalk, retrieve the contact details from Contacts+ and log the call details along with the contact information into a Google Sheet for reporting purposes.
Contacts+ + CloudTalk + Slack: When a contact is updated in Contacts+, find the corresponding contact in CloudTalk and notify the relevant team in Slack with updated information to prepare for the next interaction.
CloudTalk and Contacts+ 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 Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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FAQ CloudTalk and Contacts+
How can I connect my CloudTalk account to Contacts+ using Latenode?
To connect your CloudTalk account to Contacts+ 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 Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new CloudTalk calls with Contacts+ records?
Yes, you can! Latenode allows real-time syncing, updating Contacts+ with call details, ensuring your contact data is always current, and improving customer insights immediately.
What types of tasks can I perform by integrating CloudTalk with Contacts+?
Integrating CloudTalk with Contacts+ allows you to perform various tasks, including:
- Automatically creating new Contacts+ contacts from CloudTalk calls.
- Logging CloudTalk call activity directly within existing Contacts+ records.
- Enriching contact data in Contacts+ with information from CloudTalk.
- Triggering automated follow-up actions in CloudTalk based on Contacts+ data.
- Syncing contact information between CloudTalk and Contacts+ in real time.
Can I use JavaScript to manipulate CloudTalk data in Latenode?
Yes, you can use JavaScript code blocks in Latenode to transform and customize data from CloudTalk before updating Contacts+.
Are there any limitations to the CloudTalk and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates depend on the API rate limits of both CloudTalk and Contacts+.
- Complex data transformations may require JavaScript knowledge.
- Initial synchronization of large datasets can take a significant amount of time.
