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Automatically log CloudTalk calls in RD Station and enrich lead data with conversation insights. Latenode's visual editor and affordable execution pricing makes scaling and customizing your sales outreach easy.
Connect RD Station and CloudTalk in minutes with Latenode.
Create RD Station to CloudTalk workflow
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Create a New Scenario to Connect RD Station 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 RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or CloudTalk will be your first step. To do this, click "Choose an app," find RD Station or CloudTalk, and select the appropriate trigger to start the scenario.
Add the RD Station Node
Select the RD Station node from the app selection panel on the right.
RD Station
Configure the RD Station
Click on the RD Station node to configure it. You can modify the RD Station 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 RD Station node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
RD Station
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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 RD Station 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 RD Station 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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RD Station
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring RD Station, 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 RD Station and CloudTalk integration works as expected. Depending on your setup, data should flow between RD Station and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RD Station + CloudTalk + Slack: When a new lead conversion occurs in RD Station, if that lead then calls via CloudTalk, a notification is sent to a designated Slack channel to alert the sales team.
CloudTalk + RD Station + Google Sheets: When a new call occurs in CloudTalk, the automation searches for the contact in RD Station. If a matching contact is found, the call details are logged into a specified Google Sheet for reporting purposes.
About RD Station
Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.
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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 RD Station account to CloudTalk using Latenode?
To connect your RD Station account to CloudTalk on Latenode, follow these steps:
Can I trigger RD Station actions from CloudTalk call events?
Yes, you can! Latenode allows you to trigger RD Station actions based on CloudTalk call events. Automatically create or update leads ensuring personalized follow-ups and boosting sales efficiency.
What types of tasks can I perform by integrating RD Station with CloudTalk?
Integrating RD Station with CloudTalk allows you to perform various tasks, including:
Can I use JavaScript to transform data between RD Station and CloudTalk?
Yes! Latenode allows JavaScript code blocks to transform data, offering unparalleled flexibility for custom RD Station and CloudTalk workflows.
Are there any limitations to the RD Station and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: