How to connect Ocean.io and CloudTalk
Create a New Scenario to Connect Ocean.io 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 Ocean.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ocean.io or CloudTalk will be your first step. To do this, click "Choose an app," find Ocean.io or CloudTalk, and select the appropriate trigger to start the scenario.

Add the Ocean.io Node
Select the Ocean.io node from the app selection panel on the right.

Ocean.io
Configure the Ocean.io
Click on the Ocean.io node to configure it. You can modify the Ocean.io 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 Ocean.io 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 Ocean.io 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 Ocean.io 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.

JavaScript
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AI Anthropic Claude 3
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CloudTalk
Trigger on Webhook
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Ocean.io
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Webhook response
Save and Activate the Scenario
After configuring Ocean.io, 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 Ocean.io and CloudTalk integration works as expected. Depending on your setup, data should flow between Ocean.io 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 Ocean.io and CloudTalk
Ocean.io + CloudTalk + Slack: When a new call comes in via CloudTalk, the system searches for the caller's information in Ocean.io. If a matching person is found, a notification is sent to a designated Slack channel with the caller's details.
CloudTalk + Ocean.io + HubSpot: Whenever a new call is logged in CloudTalk, the system searches Ocean.io for matching contact information. If found, the call details and customer information are logged as a new call engagement in HubSpot CRM.
Ocean.io and CloudTalk integration alternatives
About Ocean.io
Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.
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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
FAQ Ocean.io and CloudTalk
How can I connect my Ocean.io account to CloudTalk using Latenode?
To connect your Ocean.io account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Ocean.io and click on "Connect".
- Authenticate your Ocean.io and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update CloudTalk when new leads are found in Ocean.io?
Yes, you can! Latenode enables real-time lead synchronization, updating CloudTalk instantly. This ensures your sales team always has the latest lead data, boosting conversion rates.
What types of tasks can I perform by integrating Ocean.io with CloudTalk?
Integrating Ocean.io with CloudTalk allows you to perform various tasks, including:
- Automatically creating new CloudTalk contacts from qualified Ocean.io leads.
- Triggering CloudTalk calls when leads reach a specific stage in Ocean.io.
- Logging call outcomes in CloudTalk as notes within corresponding Ocean.io profiles.
- Sending SMS messages via CloudTalk to leads identified by Ocean.io segments.
- Updating lead scores in Ocean.io based on CloudTalk call engagement metrics.
Can I filter Ocean.io leads before they are synced to CloudTalk?
Yes! Latenode provides advanced filtering options. Use logical conditions and JavaScript blocks to precisely control which leads sync.
Are there any limitations to the Ocean.io and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync from Ocean.io to CloudTalk might require custom scripting.
- Complex Ocean.io segmentation logic may need JavaScript for accurate transfer.
- CloudTalk API rate limits can impact the speed of bulk operations with large datasets.