Integrate CloudTalk with Salesforce

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

Build your own integrations between CloudTalk and Salesforce

Connect CloudTalk and Salesforce with over 750+ 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 Salesforce 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

Note updated

Triggers when a note is updated

Task updated

Triggers when a task is updated

Solution updated

Triggers when an solution is updated

Product updated

Triggers when an product is updated

Opportunity added

Triggers when a new opportunity is added

Lead created

Triggers when a new lead is created

Product added

Triggers when a new product is added

Case created

Triggers when a new case is created

Contact updated

Triggers when a contact is updated

Order updated

Triggers when an order is updated

Module entry added

Triggers when a new entry is added to the selected module

Solution added

Triggers when a new solution is added

Lead updated

Triggers when a lead is updated

Campaign updated

Triggers when a new campaign is updated

Opportunity updated

Triggers when an opportunity is updated

Task created

Triggers when a new task is created

Event created

Triggers when a new event is created

Account updated

Triggers when an account is updated

Order created

Triggers when a new order is created

Contact created

Triggers when a new contact is created

Module entry updated

Triggers when a record is updated in the selected module

Account created

Triggers when a new account is created

Event updated

Triggers when an event is updated

Note created

Triggers when a new note is created

Campaign added

Triggers when a new campaign is added

Case updated

Triggers when a case is updated

All Actions - Actions are the automated tasks

Add activity

Adds an activity to an existing contact

Create agent

Creates a new agent

Create contact

Creates a new contact

Add note

Adds a note to an existing contact

Send SMS

Sends an SMS message

Update agent

Updates the details of an existing agent

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID or keyword

Create solution

Creates a new solution

Create opportunity

Creates a new opportunity

Create custom module entry

Creates a new entry in the selected module

Create campaign

Creates a new campaign

Create case

Creates a new case

Create note

Creates a new note

Create account

Creates a new account

Create product

Creates a new product

Create event

Creates a new event

Create order

Creates a new order

Create task

Creates a new task

Create contact

Creates a new contact

Create lead

Creates a new lead

Update note

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update order

Updates the details of an existing order

Update solution

Updates the details of an existing solution

Update event

Updates the details of an existing event

Update campaign

Updates the details of an existing campaign

Update task

Updates the details of an existing task

Update account

Updates the details of an existing account

Update case

Updates the details of an existing case

Update contact

Updates the details of an existing contact

Update opportunity

Updates the details of an existing opportunity

Update custom module entry

Updates the details of entry in the selected module

Update product

Updates the details of an existing product

Fetch note

Fetches the details of an existing note by title or ID

Fetch company

Fetches the details of an existing D&B company by name or ID

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch asset

Fetches the details of an existing asset by name or ID

Fetch user

Fetches the details of an existing user by email, name or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch order

Fetches the details of an existing order by number or ID

Fetch contact

Fetches the details of an existing contact by name or email address or ID

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch group

Fetches the details of an existing group by name or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

Fetch product

Fetches the details of an existing product by name or ID

Fetch account

Fetches the details of an existing account by name or ID

Fetch case

Fetches the details of an existing case by subject or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch module entry

Fetches the details of a module record entry based on the specified value

Fetch custom module entry

Fetches the details of an entry in the selected module by name or ID

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 Salesforce?

Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics.

CRM Popular

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.

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Logic

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

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Custom functions

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

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