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Automatically log CloudTalk calls and texts in HubSpot to enrich lead data and track customer interactions. Latenode’s no-code editor simplifies complex workflows, while affordable pay-by-execution pricing makes scaling your sales automation easier than ever.
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Create a New Scenario to Connect HubSpot 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 HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or CloudTalk will be your first step. To do this, click "Choose an app," find HubSpot or CloudTalk, and select the appropriate trigger to start the scenario.
Add the HubSpot Node
Select the HubSpot node from the app selection panel on the right.
HubSpot
Add the CloudTalk Node
Next, click the plus (+) icon on the HubSpot 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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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 HubSpot 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 HubSpot and CloudTalk Integration
Use various Latenode nodes to transform data and enhance your integration:
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AI Anthropic Claude 3
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CloudTalk
Trigger on Webhook
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HubSpot
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring HubSpot, 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 HubSpot and CloudTalk integration works as expected. Depending on your setup, data should flow between HubSpot and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
CloudTalk + HubSpot + Slack: When a new call is received in CloudTalk, the system checks if the caller is a contact in HubSpot. If the contact exists and has a high-priority tag, a message is sent to a designated Slack channel to notify the team.
CloudTalk + HubSpot + Google Sheets: This automation captures details of new calls in CloudTalk, finds the corresponding contact in HubSpot, and then logs the call details, including contact information, into a Google Sheet. This provides a daily summary of call activity linked to HubSpot contacts.
About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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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 HubSpot account to CloudTalk using Latenode?
To connect your HubSpot account to CloudTalk on Latenode, follow these steps:
Can I sync call data with contact properties?
Yes, you can! Latenode lets you sync CloudTalk call data directly to HubSpot contact properties, providing a holistic view of customer interactions. Enhance automation using AI-powered insights on these calls.
What types of tasks can I perform by integrating HubSpot with CloudTalk?
Integrating HubSpot with CloudTalk allows you to perform various tasks, including:
Can I enrich HubSpot data using call transcriptions?
Yes! Latenode lets you use AI to analyze CloudTalk call transcriptions and update relevant HubSpot fields, enabling dynamic data enrichment.
Are there any limitations to the HubSpot and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: