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How to connect CloudTalk and Zendesk
Create a New Scenario to Connect CloudTalk and Zendesk
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 Zendesk will be your first step. To do this, click "Choose an app," find CloudTalk or Zendesk, 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 Zendesk Node
Next, click the plus (+) icon on the CloudTalk node, select Zendesk from the list of available apps, and choose the action you need from the list of nodes within Zendesk.
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Authenticate Zendesk
Now, click the Zendesk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zendesk settings. Authentication allows you to use Zendesk through Latenode.
Configure the CloudTalk and Zendesk 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 Zendesk 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, Zendesk, 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 Zendesk integration works as expected. Depending on your setup, data should flow between CloudTalk and Zendesk (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 Zendesk
CloudTalk + Zendesk + Slack: When a new call is missed in CloudTalk, a Zendesk ticket is created to follow up. A notification is then sent to a designated Slack channel to alert agents about the new ticket.
Zendesk + CloudTalk + Google Sheets: When a ticket is updated to closed in Zendesk, the automation finds call duration data from CloudTalk using the ticket requester's information. This data is then used to update a row in a Google Sheet for reporting purposes.
CloudTalk and Zendesk 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 Zendesk
Automate Zendesk ticket management within Latenode. Update tickets based on external events, route requests using AI, and sync data across platforms. Close the loop between support and other systems using visual flows, JavaScript, and webhooks—reducing manual work.
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See how Latenode works
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FAQ CloudTalk and Zendesk
How can I connect my CloudTalk account to Zendesk using Latenode?
To connect your CloudTalk account to Zendesk 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 Zendesk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Zendesk tickets from CloudTalk calls?
Yes, you can! Latenode's visual editor simplifies mapping call data to Zendesk, automatically creating tickets and speeding up support workflows. Customize using JavaScript for advanced needs.
What types of tasks can I perform by integrating CloudTalk with Zendesk?
Integrating CloudTalk with Zendesk allows you to perform various tasks, including:
- Automatically creating Zendesk tickets for missed CloudTalk calls.
- Updating Zendesk tickets with CloudTalk call recordings and transcripts.
- Triggering CloudTalk callbacks when Zendesk tickets are created or updated.
- Synchronizing contact information between CloudTalk and Zendesk.
- Analyzing call sentiment from CloudTalk and updating Zendesk ticket priority.
Can I use JavaScript to customize the CloudTalk Zendesk integration?
Yes! Latenode allows you to use JavaScript within your workflows, offering maximum flexibility for customizing data transformations and complex logic.
Are there any limitations to the CloudTalk and Zendesk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization might require custom implementation.
- Complex data transformations might require JavaScript knowledge.
- Rate limits of CloudTalk and Zendesk APIs apply.
