CloudTalk and Magento Integration

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Sync CloudTalk call data with Magento customer profiles to personalize support and target sales. Latenode's visual editor makes complex workflows simple, and affordable execution costs keep scaling budgets in check.

CloudTalk + Magento integration

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Swap Apps

CloudTalk

Magento

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect CloudTalk and Magento

Create a New Scenario to Connect CloudTalk and Magento

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 Magento will be your first step. To do this, click "Choose an app," find CloudTalk or Magento, 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.

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Connect CloudTalk

Sign In

Run node once

Add the Magento Node

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

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Magento

Authenticate Magento

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

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Connect Magento

Sign In

Run node once

Configure the CloudTalk and Magento 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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Select an action *

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The action ID

Run node once

Set Up the CloudTalk and Magento 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, Magento, 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 Magento integration works as expected. Depending on your setup, data should flow between CloudTalk and Magento (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 Magento

CloudTalk + Magento + Slack: When a new call is received in CloudTalk, find the associated customer's order in Magento. Then, send a message to a Slack channel with the customer's information and order details.

CloudTalk + Magento + Zendesk: When a new call is received in CloudTalk, attempt to find the caller's associated order in Magento. If an order is found, create a Zendesk ticket with details of the call and the order information.

CloudTalk and Magento 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 Magento

Automate Magento tasks in Latenode. Sync product data, track orders, manage customers across your systems without code. Connect Magento to CRMs, marketing tools, and accounting software to streamline e-commerce operations. Use AI to personalize offers and segment audiences. Latenode’s visual editor makes automation simple, scalable, and cost-effective.

See how Latenode works

FAQ CloudTalk and Magento

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

To connect your CloudTalk account to Magento 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 Magento accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Magento order status based on CloudTalk call outcomes?

Yes, you can! Latenode allows you to create a visual workflow that instantly updates Magento when a call is completed, ensuring your order data stays perfectly synchronized.

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

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

  • Create a new Magento customer when a new contact is added in CloudTalk.
  • Log CloudTalk call details as notes on corresponding Magento customer records.
  • Trigger CloudTalk calls when a new order is placed in Magento.
  • Send SMS updates via CloudTalk for Magento order status changes.
  • Automatically update Magento customer data with CloudTalk interaction details.

How can I trigger workflows based on specific CloudTalk call events?

Latenode lets you trigger workflows on various CloudTalk events, like call completion or missed calls, opening up possibilities for automated Magento updates and actions.

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

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

  • Complex data transformations may require JavaScript knowledge.
  • Real-time data synchronization depends on the API rate limits of both services.
  • Custom fields in CloudTalk or Magento might need manual configuration.

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