Customer.io and CloudTalk Integration

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Orchestrate personalized call campaigns. Connecting Customer.io to CloudTalk in Latenode allows you to trigger outbound calls based on customer behavior and easily customize call flows with JavaScript for advanced logic at an affordable price.

Customer.io + CloudTalk integration

Connect Customer.io and CloudTalk in minutes with Latenode.

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Automate your workflow

Swap Apps

Customer.io

CloudTalk

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Customer.io and CloudTalk

Create a New Scenario to Connect Customer.io and CloudTalk

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Customer.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Customer.io or CloudTalk will be your first step. To do this, click "Choose an app," find Customer.io or CloudTalk, and select the appropriate trigger to start the scenario.

Add the Customer.io Node

Select the Customer.io node from the app selection panel on the right.

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Configure the Customer.io

Click on the Customer.io node to configure it. You can modify the Customer.io URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Add the CloudTalk Node

Next, click the plus (+) icon on the Customer.io node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.

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Authenticate CloudTalk

Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.

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Configure the Customer.io and CloudTalk Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Set Up the Customer.io and CloudTalk 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 donโ€™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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Save and Activate the Scenario

After configuring Customer.io, CloudTalk, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the Customer.io and CloudTalk integration works as expected. Depending on your setup, data should flow between Customer.io and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Customer.io and CloudTalk

CloudTalk + Customer.io + Slack: When a new call is received in CloudTalk, search for the contact in Customer.io. If the contact exists, send a notification to a designated Slack channel with the contact's information.

CloudTalk + Customer.io + Google Sheets: When a new call is received in CloudTalk, log the call details to Google Sheets. Then, find or create the corresponding contact in Customer.io and update their information with the call details.

Customer.io and CloudTalk integration alternatives

About Customer.io

Use Customer.io in Latenode to automate personalized messaging based on real-time user behavior. React instantly to events like purchases or sign-ups. Build flows that segment users, trigger custom emails, and update profiles automatically. Orchestrate complex campaigns and keep data consistent across platforms.

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.

See how Latenode works

FAQ Customer.io and CloudTalk

How can I connect my Customer.io account to CloudTalk using Latenode?

To connect your Customer.io account to CloudTalk on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Customer.io and click on "Connect".
  • Authenticate your Customer.io and CloudTalk accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Customer.io profiles after CloudTalk calls?

Yes, you can! Latenode enables real-time Customer.io profile updates based on CloudTalk call data. Enrich customer profiles with call details, leading to personalized follow-ups and enhanced insights.

What types of tasks can I perform by integrating Customer.io with CloudTalk?

Integrating Customer.io with CloudTalk allows you to perform various tasks, including:

  • Create new Customer.io profiles from new CloudTalk call recordings.
  • Trigger personalized Customer.io email sequences after specific CloudTalk call events.
  • Update Customer.io custom fields with CloudTalk call duration and outcome.
  • Send internal Slack notifications for high-priority calls via CloudTalk.
  • Segment Customer.io contacts based on CloudTalk call sentiment analysis.

How secure is Customer.io data when using Latenode?

Latenode uses enterprise-grade security measures, encrypting all data in transit and at rest. Your Customer.io data is protected with robust access controls.

Are there any limitations to the Customer.io and CloudTalk integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data migration from CloudTalk to Customer.io may require custom scripting.
  • Complex data transformations may require JavaScript knowledge within Latenode.
  • Call recording storage is subject to CloudTalk's retention policies.

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