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Automatically create or update Zoho Desk tickets from CloudTalk calls. Latenode's visual editor simplifies complex call data mapping, while JavaScript nodes allow custom logic for advanced routing scenarios. Scale effortlessly and affordably.
Connect CloudTalk and Zoho Desk in minutes with Latenode.
Create CloudTalk to Zoho Desk workflow
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Create a New Scenario to Connect CloudTalk and Zoho Desk
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 Zoho Desk will be your first step. To do this, click "Choose an app," find CloudTalk or Zoho Desk, 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.
CloudTalk
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 Zoho Desk Node
Next, click the plus (+) icon on the CloudTalk node, select Zoho Desk from the list of available apps, and choose the action you need from the list of nodes within Zoho Desk.
CloudTalk
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Zoho Desk
Authenticate Zoho Desk
Now, click the Zoho Desk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Desk settings. Authentication allows you to use Zoho Desk through Latenode.
Configure the CloudTalk and Zoho Desk 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 Zoho Desk Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Zoho Desk
Trigger on Webhook
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CloudTalk
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring CloudTalk, Zoho Desk, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the CloudTalk and Zoho Desk integration works as expected. Depending on your setup, data should flow between CloudTalk and Zoho Desk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
CloudTalk + Zoho Desk + Slack: When a new call is missed in CloudTalk, a new ticket is created in Zoho Desk, and a message is sent to a designated Slack channel to notify the support team.
Zoho Desk + CloudTalk + Google Sheets: Whenever a new ticket is created in Zoho Desk, the ticket details, along with relevant call information from CloudTalk (if available using contact information from the ticket), will be logged in a new row in a Google Sheet for reporting purposes.
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 Zoho Desk
Integrate Zoho Desk with Latenode to automate support workflows. Automatically create tickets from specific events, update customer data across systems, or trigger custom actions based on ticket status. Use Latenode's visual editor and no-code tools to streamline processes and improve response times, scaling your support operations without code.
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How can I connect my CloudTalk account to Zoho Desk using Latenode?
To connect your CloudTalk account to Zoho Desk on Latenode, follow these steps:
Can I automatically create Zoho Desk tickets from CloudTalk calls?
Yes, you can! Latenode's visual editor makes it easy to create workflows that generate Zoho Desk tickets from missed CloudTalk calls, ensuring no customer issue is overlooked.
What types of tasks can I perform by integrating CloudTalk with Zoho Desk?
Integrating CloudTalk with Zoho Desk allows you to perform various tasks, including:
How can I use AI to summarize CloudTalk call transcripts in Zoho Desk?
Latenode allows you to use prompt-based AI to summarize CloudTalk call transcripts and automatically add them as notes to corresponding Zoho Desk tickets.
Are there any limitations to the CloudTalk and Zoho Desk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: