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How to connect Slack and CloudTalk
Create a New Scenario to Connect Slack 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 Slack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Slack or CloudTalk will be your first step. To do this, click "Choose an app," find Slack or CloudTalk, and select the appropriate trigger to start the scenario.
Add the Slack Node
Select the Slack node from the app selection panel on the right.
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Add the CloudTalk Node
Next, click the plus (+) icon on the Slack 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 Slack 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 Slack 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 Slack, 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 Slack and CloudTalk integration works as expected. Depending on your setup, data should flow between Slack 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 Slack and CloudTalk
CloudTalk + Google Sheets + Slack: Each new call in CloudTalk triggers the addition of a new row in Google Sheets with call details. A summary report is then sent to a designated Slack channel.
CloudTalk + HubSpot + Slack: When a new call occurs in CloudTalk, a new contact is created in HubSpot using the caller's information, and a notification about the new contact is sent to a specified Slack channel for the sales team.
Slack and CloudTalk integration alternatives
About Slack
Send Slack messages and automate channel updates directly from Latenode workflows. Get instant alerts on critical events, share data insights, or trigger actions based on user input. Centralize notifications and approvals by combining Slack with databases, CRMs, and AI models within a scalable, low-code environment.
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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
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FAQ Slack and CloudTalk
How can I connect my Slack account to CloudTalk using Latenode?
To connect your Slack account to CloudTalk on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Slack and click on "Connect".
- Authenticate your Slack and CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I post CloudTalk call summaries to Slack?
Yes! Latenode's integration lets you automatically post call summaries to a Slack channel, keeping your team informed. Leverage AI-powered analysis within Latenode for enriched insights and better decision-making.
What types of tasks can I perform by integrating Slack with CloudTalk?
Integrating Slack with CloudTalk allows you to perform various tasks, including:
- Receive Slack notifications for new CloudTalk voicemails.
- Send CloudTalk SMS messages directly from Slack channels.
- Create new CloudTalk contacts from Slack user profiles.
- Trigger CloudTalk calls based on Slack commands.
- Post CloudTalk call recordings links to Slack threads.
Can Latenode handle large Slack channels efficiently?
Yes, Latenode is designed to handle high volumes of data and activity in Slack, ensuring reliable automation even in large channels and teams.
Are there any limitations to the Slack and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Advanced CloudTalk reporting features might require custom JavaScript blocks.
- Initial setup requires administrator privileges for both Slack and CloudTalk.
- File size limits apply to media attachments sent between Slack and CloudTalk.
