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How to connect Getform and CloudTalk
Create a New Scenario to Connect Getform 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 Getform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Getform or CloudTalk will be your first step. To do this, click "Choose an app," find Getform or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Getform Node
Select the Getform node from the app selection panel on the right.
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Add the CloudTalk Node
Next, click the plus (+) icon on the Getform 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 Getform 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 Getform 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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Save and Activate the Scenario
After configuring Getform, 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 Getform and CloudTalk integration works as expected. Depending on your setup, data should flow between Getform 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 Getform and CloudTalk
Getform + CloudTalk + Slack: Upon receiving a new submission in Getform, the automation will initiate a call to the submitter via CloudTalk and then send the collected form data to a specified Slack channel for immediate review and follow-up.
CloudTalk + Getform + HubSpot: When a call is missed in CloudTalk, the system logs the event as a new form creation in Getform. Subsequently, it updates the contact details in HubSpot to maintain accurate records.
Getform and CloudTalk integration alternatives
About Getform
Use Getform inside Latenode to capture form submissions and instantly trigger automated workflows. Route form data to databases, CRMs, or email marketing tools. Validate and transform entries with JS code blocks, AI, or no-code tools. Easily build multi-step automations without complex coding and scale up your lead capture processes.
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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 Getform and CloudTalk
How can I connect my Getform account to CloudTalk using Latenode?
To connect your Getform account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Getform and click on "Connect".
- Authenticate your Getform and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger CloudTalk calls from new Getform submissions?
Yes, you can! Latenode's visual builder makes it easy to trigger CloudTalk calls for each new Getform submission, ensuring instant follow-up and improved customer engagement.
What types of tasks can I perform by integrating Getform with CloudTalk?
Integrating Getform with CloudTalk allows you to perform various tasks, including:
- Automatically initiate a CloudTalk call when a critical form is submitted.
- Create new CloudTalk contacts from Getform submissions.
- Update CloudTalk contact details based on new form entries.
- Send SMS via CloudTalk on specific Getform submission values.
- Log Getform submissions as notes in CloudTalk contact histories.
Can I customize data transformation between Getform and CloudTalk?
Yes! Latenode allows complex data transformation via JavaScript, so you can map Getform fields perfectly to CloudTalk.
Are there any limitations to the Getform and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of the Getform and CloudTalk APIs may apply.
- File uploads from Getform are not directly transferable to CloudTalk.
