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How to connect HubSpot and CloudTalk
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.
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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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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:
- 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 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.
Most powerful ways to connect HubSpot and CloudTalk
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.
HubSpot and CloudTalk integration alternatives
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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FAQ HubSpot and CloudTalk
How can I connect my HubSpot account to CloudTalk using Latenode?
To connect your HubSpot account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HubSpot and click on "Connect".
- Authenticate your HubSpot and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Create new HubSpot contacts from CloudTalk call logs.
- Update HubSpot contact properties after each CloudTalk call.
- Trigger automated follow-ups in HubSpot based on call outcomes.
- Log CloudTalk calls as activities within HubSpot records.
- Send SMS messages via CloudTalk when deals reach a specific stage.
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:
- Historical data synchronization may require custom scripting for large datasets.
- Advanced call analytics beyond basic logging require a CloudTalk subscription.
- Complex conditional logic may require JavaScript knowledge.
