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How to connect Qwilr and CloudTalk
Create a New Scenario to Connect Qwilr 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 Qwilr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Qwilr or CloudTalk will be your first step. To do this, click "Choose an app," find Qwilr or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Qwilr Node
Select the Qwilr node from the app selection panel on the right.
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Add the CloudTalk Node
Next, click the plus (+) icon on the Qwilr 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 Qwilr 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 Qwilr 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 Qwilr, 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 Qwilr and CloudTalk integration works as expected. Depending on your setup, data should flow between Qwilr 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 Qwilr and CloudTalk
Qwilr + Pipedrive + CloudTalk: When a Qwilr proposal is accepted, a new contact is created in Pipedrive. Subsequently, an activity is scheduled in CloudTalk to follow up with the new contact.
CloudTalk + Qwilr + Slack: When a call is missed in CloudTalk, a new page is created in Qwilr using a template. A notification with a link to the new Qwilr page is then sent to a designated Slack channel.
Qwilr and CloudTalk integration alternatives
About Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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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 Qwilr and CloudTalk
How can I connect my Qwilr account to CloudTalk using Latenode?
To connect your Qwilr account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Qwilr and click on "Connect".
- Authenticate your Qwilr and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger CloudTalk calls from new Qwilr acceptances?
Yes, you can! Latenode enables this automation, so your sales team can immediately follow up on accepted proposals. This ensures prompt engagement and higher conversion rates.
What types of tasks can I perform by integrating Qwilr with CloudTalk?
Integrating Qwilr with CloudTalk allows you to perform various tasks, including:
- Automatically create a CloudTalk task when a Qwilr quote is accepted.
- Log CloudTalk call details to a Qwilr project activity feed.
- Send SMS messages via CloudTalk upon Qwilr proposal status updates.
- Update Qwilr deal stages based on CloudTalk call outcomes.
- Trigger personalized email sequences via CloudTalk after Qwilr acceptance.
What Qwilr data can I access within Latenode workflows?
You can access data such as quote details, client information, status, and associated files to personalize CloudTalk interactions within Latenode.
Are there any limitations to the Qwilr and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on API availability and rate limits from both services.
- Complex data transformations may require JavaScript knowledge.
- Initial setup requires understanding of Qwilr and CloudTalk API structures.
