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How to connect CloudTalk and QuestionPro
Create a New Scenario to Connect CloudTalk and QuestionPro
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 QuestionPro will be your first step. To do this, click "Choose an app," find CloudTalk or QuestionPro, 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 QuestionPro Node
Next, click the plus (+) icon on the CloudTalk node, select QuestionPro from the list of available apps, and choose the action you need from the list of nodes within QuestionPro.
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Authenticate QuestionPro
Now, click the QuestionPro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your QuestionPro settings. Authentication allows you to use QuestionPro through Latenode.
Configure the CloudTalk and QuestionPro 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 QuestionPro 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, QuestionPro, 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 QuestionPro integration works as expected. Depending on your setup, data should flow between CloudTalk and QuestionPro (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 QuestionPro
QuestionPro + CloudTalk + Slack: When a new survey response is received in QuestionPro, the workflow identifies the relevant CloudTalk agent and sends them a Slack notification.
CloudTalk + QuestionPro + Google Sheets: When a new call is completed in CloudTalk, the workflow retrieves survey results from QuestionPro and stores them in Google Sheets for satisfaction tracking.
CloudTalk and QuestionPro 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 QuestionPro
Automate survey workflows with QuestionPro in Latenode. Collect data, analyze results, and trigger actions based on responses. Pipe survey data into other apps (CRM, spreadsheets) for real-time updates. Use Latenode's logic and integrations to tailor workflows to specific business needs, bypassing manual data transfer and analysis. Scale your surveys effortlessly.
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FAQ CloudTalk and QuestionPro
How can I connect my CloudTalk account to QuestionPro using Latenode?
To connect your CloudTalk account to QuestionPro 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 QuestionPro accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger surveys based on call outcomes?
Yes, you can! Latenode lets you automatically trigger QuestionPro surveys based on CloudTalk call outcomes. Use visual logic and AI to ensure feedback is timely and relevant.
What types of tasks can I perform by integrating CloudTalk with QuestionPro?
Integrating CloudTalk with QuestionPro allows you to perform various tasks, including:
- Automatically sending customer satisfaction surveys after calls.
- Updating contact information in QuestionPro based on call details.
- Creating new survey responses from CloudTalk call transcriptions.
- Tagging survey responses based on call sentiment analysis.
- Triggering follow-up calls based on survey feedback scores.
CanIaccessCloudTalkcalldatainsideLatenodeforadvancedanalysis?
Yes! Latenode provides full access to CloudTalk call data, so you can leverage JavaScript and AI for custom reporting and analysis.
Are there any limitations to the CloudTalk and QuestionPro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex survey logic may require custom JavaScript implementation.
- High call volumes may impact processing time for survey triggers.
- Integration depends on the availability of CloudTalk and QuestionPro APIs.
