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How to connect CloudTalk and Sendgrid
Create a New Scenario to Connect CloudTalk and Sendgrid
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 Sendgrid will be your first step. To do this, click "Choose an app," find CloudTalk or Sendgrid, 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 Sendgrid Node
Next, click the plus (+) icon on the CloudTalk node, select Sendgrid from the list of available apps, and choose the action you need from the list of nodes within Sendgrid.
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Authenticate Sendgrid
Now, click the Sendgrid node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Sendgrid settings. Authentication allows you to use Sendgrid through Latenode.
Configure the CloudTalk and Sendgrid 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 Sendgrid 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, Sendgrid, 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 Sendgrid integration works as expected. Depending on your setup, data should flow between CloudTalk and Sendgrid (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 Sendgrid
CloudTalk + Sendgrid + Google Sheets: When a new call is received in CloudTalk, the details are logged into a Google Sheet. After the call, a summary email is automatically sent via Sendgrid to the relevant contact.
Sendgrid + CloudTalk + Slack: When a key prospect engages with a marketing email (trigger not available, assuming email is the start), find the contact in CloudTalk and send a Slack message to the sales team to schedule a follow-up call.
CloudTalk and Sendgrid 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 Sendgrid
Use Sendgrid in Latenode to automate email sending within larger workflows. Trigger emails based on events in other apps, personalize content with data transformations, and track results. Latenode simplifies complex email automations without code and scales affordably, letting you focus on strategy, not limits.
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FAQ CloudTalk and Sendgrid
How can I connect my CloudTalk account to Sendgrid using Latenode?
To connect your CloudTalk account to Sendgrid 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 Sendgrid accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send personalized emails after a CloudTalk call?
Yes, you can! Latenode's visual editor makes it easy to trigger Sendgrid emails based on CloudTalk call data. Improve customer engagement with automated follow-ups, using conditional logic for tailored content.
What types of tasks can I perform by integrating CloudTalk with Sendgrid?
Integrating CloudTalk with Sendgrid allows you to perform various tasks, including:
- Automatically sending thank you emails after a customer call.
- Creating new Sendgrid contacts from CloudTalk call data.
- Triggering email sequences based on call outcomes.
- Sending SMS notifications via Sendgrid for missed CloudTalk calls.
- Updating contact properties in Sendgrid based on call surveys.
Can I use JavaScript to transform CloudTalk data before sending it to Sendgrid?
Yes! Latenode's JavaScript blocks allow you to transform and enrich CloudTalk data before sending it to Sendgrid for highly customized workflows.
Are there any limitations to the CloudTalk and Sendgrid integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript knowledge.
- Rate limits from CloudTalk and Sendgrid still apply.
- Historical data migration between platforms requires custom solutions.
