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How to connect CloudTalk and Gmail
Create a New Scenario to Connect CloudTalk and Gmail
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 Gmail will be your first step. To do this, click "Choose an app," find CloudTalk or Gmail, 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 Gmail Node
Next, click the plus (+) icon on the CloudTalk node, select Gmail from the list of available apps, and choose the action you need from the list of nodes within Gmail.
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Authenticate Gmail
Now, click the Gmail node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Gmail settings. Authentication allows you to use Gmail through Latenode.
Configure the CloudTalk and Gmail 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 Gmail 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, Gmail, 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 Gmail integration works as expected. Depending on your setup, data should flow between CloudTalk and Gmail (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 Gmail
CloudTalk + Gmail + Slack: When a new call is missed in CloudTalk, an email is sent via Gmail to follow up with the caller. The agent is then notified in Slack to ensure prompt action.
Gmail + CloudTalk + Google Sheets: When a new email arrives in Gmail, the details are logged into a Google Sheet. If the email is labeled as high priority, a callback is created in CloudTalk.
CloudTalk and Gmail 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 Gmail
Automate email tasks within Latenode. Send, receive, and manage Gmail messages as part of larger workflows. Automatically extract data from emails to update databases or trigger actions in other apps. Integrate Gmail with AI tools for content analysis or with CRMs to automate lead nurturing. Latenode's visual editor makes it easy to build scalable email automation without coding.
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FAQ CloudTalk and Gmail
How can I connect my CloudTalk account to Gmail using Latenode?
To connect your CloudTalk account to Gmail 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 Gmail accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically save voicemails to Google Drive?
Yes, you can! Latenode’s flexible workflow design lets you save CloudTalk voicemails to Google Drive using Gmail's integration, providing a backup and audit trail.
What types of tasks can I perform by integrating CloudTalk with Gmail?
Integrating CloudTalk with Gmail allows you to perform various tasks, including:
- Send personalized welcome emails to new CloudTalk callers via Gmail.
- Log CloudTalk call details in a Google Sheets spreadsheet automatically.
- Create new Gmail contacts from CloudTalk call information.
- Trigger follow-up emails in Gmail based on CloudTalk call outcomes.
- Archive CloudTalk call recordings in Google Drive via Gmail automation.
Can I use JavaScript code to enhance CloudTalk data within Latenode?
Yes! Latenode allows you to use JavaScript for complex data transformations with CloudTalk, adding custom logic and enrichment to your automations.
Are there any limitations to the CloudTalk and Gmail integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file attachments in Gmail may affect workflow execution speed.
- CloudTalk's API rate limits can impact high-volume automation flows.
- Custom email templates require HTML knowledge for optimal rendering.
