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How to connect Intercom and CloudTalk
Create a New Scenario to Connect Intercom 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 Intercom, triggered by another scenario, or executed manually (for testing purposes). In most cases, Intercom or CloudTalk will be your first step. To do this, click "Choose an app," find Intercom or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Intercom Node
Select the Intercom node from the app selection panel on the right.
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Configure the Intercom
Click on the Intercom node to configure it. You can modify the Intercom 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 Intercom 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 Intercom 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 Intercom 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 Intercom, 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 Intercom and CloudTalk integration works as expected. Depending on your setup, data should flow between Intercom 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 Intercom and CloudTalk
Intercom + CloudTalk + Slack: When a new conversation is started in Intercom or a new call is registered in CloudTalk, a message is sent to a designated Slack channel to notify the team.
CloudTalk + Intercom + Google Sheets: Logs all new calls from CloudTalk and new conversations from Intercom into a Google Sheet for reporting and analysis.
Intercom and CloudTalk integration alternatives
About Intercom
Integrate Intercom with Latenode to automate customer support and engagement. Trigger workflows based on Intercom events to update CRMs, send personalized emails, or escalate issues. Latenode’s visual editor and flexible logic let you build custom support automation that adapts to your business needs, without complex coding or per-step fees.
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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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See how Latenode works
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FAQ Intercom and CloudTalk
How can I connect my Intercom account to CloudTalk using Latenode?
To connect your Intercom account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Intercom and click on "Connect".
- Authenticate your Intercom and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create CloudTalk tasks from Intercom chats?
Yes, you can! Latenode's visual editor makes it easy to trigger CloudTalk task creation directly from Intercom conversations. Improve response times and task management.
What types of tasks can I perform by integrating Intercom with CloudTalk?
Integrating Intercom with CloudTalk allows you to perform various tasks, including:
- Create new CloudTalk contacts from new Intercom leads automatically.
- Log Intercom conversations as notes in CloudTalk contact profiles.
- Trigger outbound CloudTalk calls when specific Intercom tags are applied.
- Send Intercom messages when a CloudTalk call ends with a certain outcome.
- Synchronize contact data between Intercom and CloudTalk in real-time.
How can I use JavaScript to enhance Intercom automations?
With Latenode, you can use JavaScript code blocks to manipulate data and customize Intercom workflows for advanced scenarios and unique business logic.
Are there any limitations to the Intercom and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time data synchronization depends on the API rate limits of both apps.
- Attachments from Intercom chats may not directly transfer to CloudTalk.
