RD Station and CloudTalk Integration

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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.

Swap Apps

RD Station

CloudTalk

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and CloudTalk

Create a New Scenario to Connect RD Station and CloudTalk

In the workspace, click the β€œCreate 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 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.

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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.

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RD Station

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Connect RD Station

Sign In
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Run node once

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.

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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.

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RD Station

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CloudTalk

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Connect CloudTalk

Sign In
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Run node once

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.

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CloudTalk

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Connect CloudTalk

CloudTalk Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

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Run node once

Set Up the RD Station 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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CloudTalk

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Trigger on Webhook

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Webhook response

Save and Activate the Scenario

After configuring RD Station, 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 β€œRun once” 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.

Most powerful ways to connect RD Station and CloudTalk

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.

RD Station and CloudTalk integration alternatives

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.

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.

See how Latenode works

FAQ RD Station and CloudTalk

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:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select RD Station and click on "Connect".
  • Authenticate your RD Station and CloudTalk accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Create new RD Station leads from CloudTalk call data.
  • Update RD Station contact information after each CloudTalk call.
  • Log CloudTalk call details as activities in RD Station.
  • Send SMS messages via CloudTalk triggered by RD Station events.
  • Analyze call data in RD Station for better lead qualification.

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:

  • Complex data transformations may require JavaScript coding knowledge.
  • Rate limits of RD Station and CloudTalk APIs still apply.
  • Historical data migration requires manual setup.

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