Integrate CloudTalk with HubSpot CRM

Send information between CloudTalk and HubSpot CRM automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Dispatch a welcome message in CloudTalk for newly created contacts in HubSpot CRM

Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email in CloudTalk when a new contact is created in HubSpot CRM.

How it works
  1. The flow triggers when a new contact is created in HubSpot CRM.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Dispatch a welcome message in CloudTalk for newly created contacts in HubSpot CRM

HubSpot CRM + CloudTalk

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Set up a new contact in CloudTalk when a contact is created in HubSpot CRM

Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in CloudTalk for new contacts created in HubSpot CRM.

How it works
  1. The flow triggers when a new contact is created in HubSpot CRM.
  2. Zoho Flow creates a new contact in CloudTalk.
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Set up a new contact in CloudTalk when a contact is created in HubSpot CRM

HubSpot CRM + CloudTalk

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Generate a new contact in CloudTalk each time a new contact is created in HubSpot CRM

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in CloudTalk whenever a new contact is created in HubSpot CRM.

How it works
  1. The flow triggers when a new contact is created in HubSpot CRM.
  2. Zoho Flow creates a new contact in CloudTalk.
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Generate a new contact in CloudTalk each time a new contact is created in HubSpot CRM

HubSpot CRM + CloudTalk

Build your own integrations between CloudTalk and HubSpot CRM

Connect CloudTalk and HubSpot CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate CloudTalk and HubSpot CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Agent created

Triggers when a new agent is created

Call created

Triggers when a new call of the selected type is created

Contact created

Triggers when a new contact is created

Company created or updated

Triggers when a new company is created or details of an existing company is updated

Contact created

Triggers when a new contact is created

Task created

Triggers when a new task is created

Company created

Triggers when a new company is created

Deal created or updated

Triggers when a new deal is created or details of an existing deal is updated

Contact created or updated

Triggers when a new contact is created or details of an existing contact is updated

Deal created

Triggers when a new deal is created

Email created

Triggers when a new email is created

Meeting created

Triggers when a new meeting is created

All Actions - Actions are the automated tasks

Send SMS

Sends an SMS message

Create agent

Creates a new agent

Create contact

Creates a new contact

Add activity

Adds an activity to an existing contact

Add note

Adds a note to an existing contact

Update contact

Updates the details of an existing contact

Update agent

Updates the details of an existing agent

Fetch contact

Fetches the details of an existing contact using ID or keyword

Create contact

Creates a new contact

Create company

Creates a new company

Create deal

Creates a new deal

Create ticket

Creates a new ticket

Create task

Creates a new task

Create email

Creates a new email

Create meeting

Creates a new meeting

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update contact - By email

Updates the details of an existing contact associated with the specified email

Associate CRM entities

Associates two existing CRM entities

Update deal

Updates the details of an existing deal using its ID

Update company

Updates the details of an existing company by ID

Create or update contact

Creates a new contact or updates the details of an existing contact

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch company - By name

Fetches the details of an existing company by name

Fetch deal - By ID

Fetches the details of an existing deal by ID

Fetch ticket pipeline - By name

Fetches the details of the existing pipeline of the ticket by name

Fetch ticket pipeline stage - By name

Fetches the details of the existing stages in the pipeline of the ticket by name

What is CloudTalk?

CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.

What is HubSpot CRM?

HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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CEO, OpIndia

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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