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How to connect Demio and CloudTalk
Create a New Scenario to Connect Demio and CloudTalk
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 Demio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Demio or CloudTalk will be your first step. To do this, click "Choose an app," find Demio or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Demio Node
Select the Demio node from the app selection panel on the right.
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Add the CloudTalk Node
Next, click the plus (+) icon on the Demio 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.
Configure the Demio 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.
Set Up the Demio 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 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 Demio, CloudTalk, 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 Demio and CloudTalk integration works as expected. Depending on your setup, data should flow between Demio 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 Demio and CloudTalk
Demio + CloudTalk + Slack: When a Demio webinar attendee joins a webinar, check if they have a CloudTalk contact. If not, create one. Then, send a notification to a designated Slack channel to alert the sales team about the attendee's presence and potential call request.
CloudTalk + Demio + HubSpot: When a new call is logged in CloudTalk, this automation finds the corresponding contact in HubSpot. It then creates a call engagement in HubSpot and associates it with the Demio webinar lead, allowing for a comprehensive view of interactions.
Demio and CloudTalk integration alternatives
About Demio
Automate Demio webinar tasks with Latenode. Connect event data (registrations, attendance) to your CRM, email marketing, or analytics tools. Trigger follow-ups or update databases automatically. Using Latenode means simpler event-driven flows and richer lead insights without manual data handling. Scale your event marketing and save time.
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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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FAQ Demio and CloudTalk
How can I connect my Demio account to CloudTalk using Latenode?
To connect your Demio account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Demio and click on "Connect".
- Authenticate your Demio and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically call new Demio registrants?
Yes, you can! Latenode's visual editor makes it easy. Automatically trigger CloudTalk calls when someone registers for your Demio webinar to offer personalized support and boost engagement.
What types of tasks can I perform by integrating Demio with CloudTalk?
Integrating Demio with CloudTalk allows you to perform various tasks, including:
- Automatically adding Demio registrants to a CloudTalk contact list.
- Creating CloudTalk call tasks for follow-up after a Demio webinar.
- Sending SMS reminders via CloudTalk to Demio webinar attendees.
- Logging Demio attendance data into CloudTalk contact notes.
- Triggering Demio actions based on CloudTalk call outcomes.
Can I use JavaScript with Demio and CloudTalk in Latenode?
Yes! Latenode's JavaScript blocks let you add custom logic for advanced Demio and CloudTalk workflows beyond simple data transfer.
Are there any limitations to the Demio and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization might experience minor delays.
- Complex data transformations may require custom JavaScript coding.
- Integration depends on the Demio and CloudTalk API availability.
