Integrate CloudTalk with Follow Up Boss
Send information between CloudTalk and Follow Up Boss automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in CloudTalk for a recently created contact in Follow Up Boss
Improve customers' initial experience with a personalized welcome email. This workflow ensures that a welcome email is sent in CloudTalk whenever a new contact is added in Follow Up Boss.
How it works
- The flow triggers when a new contact is created in Follow Up Boss.
- Zoho Flow sends an SMS message in CloudTalk.
Send a welcome email in CloudTalk for a recently created contact in Follow Up Boss
Follow Up Boss + CloudTalk
Add a new contact in CloudTalk when a new contact is added in Follow Up Boss
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will add a new contact in CloudTalk for every new contact created in Follow Up Boss.
How it works
- The flow triggers when a new contact is created in Follow Up Boss.
- Zoho Flow creates a new contact in CloudTalk.
Add a new contact in CloudTalk when a new contact is added in Follow Up Boss
Follow Up Boss + CloudTalk
Add a new contact in Follow Up Boss whenever a new contact is added in CloudTalk
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Follow Up Boss each time a new contact is created in CloudTalk.
How it works
- The flow triggers when a new contact is created in CloudTalk.
- Zoho Flow creates a new contact in Follow Up Boss.
Add a new contact in Follow Up Boss whenever a new contact is added in CloudTalk
CloudTalk + Follow Up Boss
Create a new contact is in CloudTalk each time a new contact is created in Follow Up Boss
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in CloudTalk each time a new contact is created in Follow Up Boss.
How it works
- The flow triggers when a new contact is created in Follow Up Boss.
- Zoho Flow creates a new contact in CloudTalk.
Create a new contact is in CloudTalk each time a new contact is created in Follow Up Boss
Follow Up Boss + CloudTalk
Build your own integrations between CloudTalk and Follow Up Boss
Connect CloudTalk and Follow Up Boss with over 950+ 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 Follow Up Boss 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
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Add activity
Adds an activity to an existing contact
Add note
Adds a note to an existing contact
Send SMS
Sends an SMS message
Create agent
Creates a new agent
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
Notify for new inquiry or website event
Notifies you when a new inquiry is received or an event has occurred in your website
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 Follow Up Boss?
Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.
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
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
