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How to connect CloudTalk and Drip
Create a New Scenario to Connect CloudTalk and Drip
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 Drip will be your first step. To do this, click "Choose an app," find CloudTalk or Drip, 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 Drip Node
Next, click the plus (+) icon on the CloudTalk node, select Drip from the list of available apps, and choose the action you need from the list of nodes within Drip.
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Authenticate Drip
Now, click the Drip node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Drip settings. Authentication allows you to use Drip through Latenode.
Configure the CloudTalk and Drip 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 Drip 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 CloudTalk, Drip, 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 Drip integration works as expected. Depending on your setup, data should flow between CloudTalk and Drip (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 Drip
CloudTalk + Drip + Slack: When a new call is missed in CloudTalk, a subscriber is created or updated in Drip, and a message is sent to a Slack channel to notify the sales team.
Drip + CloudTalk + Google Sheets: When a new subscriber is added in Drip, a callback activity is created in CloudTalk, and a row is added to Google Sheets to log the lead information.
CloudTalk and Drip 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 Drip
Use Drip in Latenode for automated marketing workflows. Sync customer data, trigger personalized email campaigns based on events, and analyze results. Scale your email marketing by connecting Drip to other apps in Latenode via visual flows. Benefit from advanced logic and data transformations to precisely target your audience.
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See how Latenode works
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FAQ CloudTalk and Drip
How can I connect my CloudTalk account to Drip using Latenode?
To connect your CloudTalk account to Drip 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 Drip accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I add CloudTalk callers to Drip automatically?
Yes, you can! Latenode lets you instantly add CloudTalk callers to Drip with advanced filtering. Capture leads and nurture customer relationships effortlessly with intelligent automation.
What types of tasks can I perform by integrating CloudTalk with Drip?
Integrating CloudTalk with Drip allows you to perform various tasks, including:
- Automatically subscribing new CloudTalk contacts to specific Drip campaigns.
- Tagging Drip subscribers based on CloudTalk call outcomes (e.g., successful sale).
- Creating or updating Drip subscriber profiles with CloudTalk call data.
- Triggering personalized email sequences in Drip after specific CloudTalk events.
- Segmenting Drip subscribers based on CloudTalk call duration or frequency.
How do I handle errors between CloudTalk and Drip on Latenode?
Latenode provides robust error handling. Monitor logs, set up alerts, and use conditional logic to gracefully manage integration failures.
Are there any limitations to the CloudTalk and Drip integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time data synchronization depends on CloudTalk and Drip API availability.
- Large data volumes can impact workflow execution time.
