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How to connect CloudTalk and Qwilr
Create a New Scenario to Connect CloudTalk and Qwilr
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 Qwilr will be your first step. To do this, click "Choose an app," find CloudTalk or Qwilr, 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 Qwilr Node
Next, click the plus (+) icon on the CloudTalk node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
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Authenticate Qwilr
Now, click the Qwilr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Qwilr settings. Authentication allows you to use Qwilr through Latenode.
Configure the CloudTalk and Qwilr 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 Qwilr 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, Qwilr, 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 Qwilr integration works as expected. Depending on your setup, data should flow between CloudTalk and Qwilr (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 Qwilr
CloudTalk + Qwilr + Slack: When a call ends in CloudTalk, automatically create a proposal in Qwilr using a predefined template. Then, send a message to a designated Slack channel notifying the team that a proposal has been created and is ready for review.
Qwilr + CloudTalk + Pipedrive: When a Qwilr proposal is accepted, automatically initiate a call to the client via CloudTalk and create a new deal in Pipedrive to track the sales process.
CloudTalk and Qwilr 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 Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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See how Latenode works
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FAQ CloudTalk and Qwilr
How can I connect my CloudTalk account to Qwilr using Latenode?
To connect your CloudTalk account to Qwilr 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 Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Qwilr proposals from CloudTalk call data?
Yes, you can! Latenode allows you to automatically generate proposals in Qwilr when specific events occur in CloudTalk, saving time and ensuring fast follow-up for your sales team.
What types of tasks can I perform by integrating CloudTalk with Qwilr?
Integrating CloudTalk with Qwilr allows you to perform various tasks, including:
- Create Qwilr proposals when a CloudTalk call is marked as a qualified lead.
- Update Qwilr proposal status based on CloudTalk call outcomes.
- Send personalized Qwilr proposals via SMS after CloudTalk interactions.
- Log CloudTalk call details within a specific section of a Qwilr proposal.
- Trigger CloudTalk callbacks based on actions taken in Qwilr proposals.
HowsecureisCloudTalkdatawhenintegratedwithQwilronLatenode?
Latenode employs robust security measures, including encryption and secure authentication protocols, ensuring the safety of your data during CloudTalk and Qwilr integrations.
Are there any limitations to the CloudTalk and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript or AI steps.
- The integration relies on the availability of CloudTalk and Qwilr APIs.
- Rate limits on CloudTalk or Qwilr APIs can affect workflow speed.
