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Automatically log CloudTalk calls as activities in Follow Up Boss and gain a unified view of client interactions. Latenode's visual editor and affordable execution-based pricing makes complex sales automations easier to build.
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Create a New Scenario to Connect Follow Up Boss and CloudTalk
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 Follow Up Boss, triggered by another scenario, or executed manually (for testing purposes). In most cases, Follow Up Boss or CloudTalk will be your first step. To do this, click "Choose an app," find Follow Up Boss or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Follow Up Boss Node
Select the Follow Up Boss node from the app selection panel on the right.
Follow Up Boss
Configure the Follow Up Boss
Click on the Follow Up Boss node to configure it. You can modify the Follow Up Boss URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the CloudTalk Node
Next, click the plus (+) icon on the Follow Up Boss node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
Follow Up Boss
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CloudTalk
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 Follow Up Boss 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 Follow Up Boss and CloudTalk 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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CloudTalk
Trigger on Webhook
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Follow Up Boss
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Follow Up Boss, CloudTalk, 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 Follow Up Boss and CloudTalk integration works as expected. Depending on your setup, data should flow between Follow Up Boss and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Follow Up Boss + CloudTalk + Google Sheets: When a new person is created in Follow Up Boss, find the corresponding contact in CloudTalk and log the call details in Google Sheets. This helps track communication history for new leads.
CloudTalk + Follow Up Boss + Slack: When a new call is registered in CloudTalk, check if the caller is a lead in Follow Up Boss. If the call is missed and the caller is a lead, send a notification to a designated Slack channel.
About Follow Up Boss
Sync Follow Up Boss with Latenode to automate lead management. Trigger custom actions based on lead stages or properties. Update FUB contacts from other apps, create tasks, or send automated follow-ups. Latenode adds flexible logic, data transformations, and multi-app workflows for smarter real estate automation.
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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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How can I connect my Follow Up Boss account to CloudTalk using Latenode?
To connect your Follow Up Boss account to CloudTalk on Latenode, follow these steps:
Can I automatically update Follow Up Boss contacts after CloudTalk calls?
Yes, you can! Latenode lets you sync call data to Follow Up Boss, ensuring your CRM is always up-to-date. Improve lead management and personalize follow-ups with accurate insights.
What types of tasks can I perform by integrating Follow Up Boss with CloudTalk?
Integrating Follow Up Boss with CloudTalk allows you to perform various tasks, including:
Can I use JavaScript to enhance my Follow Up Boss automations?
Yes! Latenode's JavaScript blocks offer complete control. Process data, build custom logic, and extend Follow Up Boss far beyond typical integrations.
Are there any limitations to the Follow Up Boss and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: