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Consolidate OpenPhone and CloudTalk call data in one place for unified reporting. Latenode's visual editor makes custom dashboards easy, while affordable execution costs let you scale insights without cost concerns.
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Create a New Scenario to Connect OpenPhone and CloudTalk
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a OpenPhone, triggered by another scenario, or executed manually (for testing purposes). In most cases, OpenPhone or CloudTalk will be your first step. To do this, click "Choose an app," find OpenPhone or CloudTalk, and select the appropriate trigger to start the scenario.
Add the OpenPhone Node
Select the OpenPhone node from the app selection panel on the right.
OpenPhone
Configure the OpenPhone
Click on the OpenPhone node to configure it. You can modify the OpenPhone 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 OpenPhone node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
OpenPhone
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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 OpenPhone 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 OpenPhone 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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OpenPhone
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring OpenPhone, CloudTalk, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the OpenPhone and CloudTalk integration works as expected. Depending on your setup, data should flow between OpenPhone and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
OpenPhone + CloudTalk + Slack: When a call is missed in either OpenPhone or CloudTalk, a message is sent to a dedicated Slack channel to notify the team. This ensures prompt follow-up on missed customer interactions.
CloudTalk + OpenPhone + HubSpot: When a new call is registered in either CloudTalk or OpenPhone, the call details are added to HubSpot as a call engagement, enriching the customer's profile with valuable interaction data.
About OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
Related categories
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.
Related categories
How can I connect my OpenPhone account to CloudTalk using Latenode?
To connect your OpenPhone account to CloudTalk on Latenode, follow these steps:
Can I trigger CloudTalk calls from OpenPhone texts?
Yes, you can! Latenode's visual editor allows creating automated workflows triggered by OpenPhone SMS to initiate CloudTalk calls, enhancing customer follow-up efficiency.
What types of tasks can I perform by integrating OpenPhone with CloudTalk?
Integrating OpenPhone with CloudTalk allows you to perform various tasks, including:
Can I use JavaScript with the OpenPhone Latenode integration?
Yes! Latenode supports JavaScript, allowing custom logic for data transformation and complex automation scenarios for OpenPhone.
Are there any limitations to the OpenPhone and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: