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Automatically log new leads from Instantly email campaigns into CloudTalk, creating new contacts or updating existing ones. Latenode's visual editor and affordable pricing make scaling lead management workflows easy. Connect Instantly and CloudTalk to streamline sales outreach with custom automation logic.
Connect Instantly and CloudTalk in minutes with Latenode.
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Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or CloudTalk will be your first step. To do this, click "Choose an app," find Instantly or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
Instantly
Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
Instantly
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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 Instantly 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 Instantly 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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Instantly
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Instantly, 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 Instantly and CloudTalk integration works as expected. Depending on your setup, data should flow between Instantly and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
CloudTalk + Instantly + Google Sheets: Log new calls in CloudTalk to Google Sheets. If the call results in a new lead, add the lead to Instantly.
CloudTalk + Instantly + Slack: When a new call is made, search for leads in Instantly. If the lead is found, post a message to Slack about the call and associated lead information.
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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 Instantly account to CloudTalk using Latenode?
To connect your Instantly account to CloudTalk on Latenode, follow these steps:
Can I trigger calls upon new Instantly lead creation?
Yes! Latenode's visual editor simplifies triggering CloudTalk calls from new Instantly leads. Automate outreach and boost engagement with instant connections—all without coding.
What types of tasks can I perform by integrating Instantly with CloudTalk?
Integrating Instantly with CloudTalk allows you to perform various tasks, including:
How can I automate follow-up calls from Instantly using CloudTalk?
Latenode lets you schedule CloudTalk follow-up calls based on Instantly lead engagement. Use no-code logic or JavaScript for advanced automation flows.
Are there any limitations to the Instantly and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: