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How to connect CloudTalk and Youform
Create a New Scenario to Connect CloudTalk and Youform
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 Youform will be your first step. To do this, click "Choose an app," find CloudTalk or Youform, 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 Youform Node
Next, click the plus (+) icon on the CloudTalk node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the CloudTalk and Youform 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 Youform 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, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between CloudTalk and Youform (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 Youform
Youform + CloudTalk + Slack: When a new form submission is received in Youform, the details are used to find a contact in CloudTalk. If a contact is found a Slack message is sent.
Youform + CloudTalk + Google Sheets: When a new form is submitted on Youform, the details are added as a new row in Google Sheets. Additionally, a new call in CloudTalk will trigger adding a new row to the same Google Sheet, combining form and call data.
CloudTalk and Youform 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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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FAQ CloudTalk and Youform
How can I connect my CloudTalk account to Youform using Latenode?
To connect your CloudTalk account to Youform 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 Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update CloudTalk contacts from new Youform submissions?
Yes, you can! Latenode's visual builder makes it easy to sync contact data. This ensures your CloudTalk contact lists are always up-to-date, saving time and improving data accuracy.
What types of tasks can I perform by integrating CloudTalk with Youform?
Integrating CloudTalk with Youform allows you to perform various tasks, including:
- Creating new CloudTalk contacts from qualified Youform leads.
- Sending personalized SMS via CloudTalk upon Youform submission.
- Logging CloudTalk call data as notes on Youform entries.
- Triggering automated follow-ups after form submission.
- Analyzing call sentiment using AI and updating Youform data.
Can I trigger CloudTalk calls based on specific Youform responses?
Yes! Latenode allows you to set conditions that trigger calls. This improves response time and boosts customer engagement based on form answers.
Are there any limitations to the CloudTalk and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- High CloudTalk call volumes may impact workflow execution speed.
- Integration depends on the availability of CloudTalk and Youform APIs.
