Integrate CloudTalk with HighLevel
Send information between CloudTalk and HighLevel automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in HighLevel each time a new contact is created in CloudTalk
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in HighLevel 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 HighLevel.
Create a new contact is in HighLevel each time a new contact is created in CloudTalk
CloudTalk + HighLevel
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Supported triggers and actions
Integrate CloudTalk and HighLevel 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
Opportunity status changed
Triggers when the status of an opportunity is changed
Contact added
Triggers when a new contact is created
Contact updated
Triggers when the details of an existing contact are updated
Contact tag added or removed
Triggers when a new contact tag is added or an existing contact is removed
Pipeline stage changed
Triggers when the stage of an existing pipeline is changed
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 opportunity
Creates a new opportunity
Add contact to campaign
Adds a contact to an existing campaign
Add tag to contact
Adds a tag to the specified contact
Create task
Creates a new task
Create contact
Creates a new contact
Create business
Creates a new business
Create user
Create a new user
Update user
Update the details of an existing user by ID
Update opportunity
Update the details of an existing opportunity by ID
Update contact
Update the details of an existing contact by ID
Fetch contact
Fetches the details of an existing contact by query
Remove contact from campaign
Removes a contact from an existing campaign
Remove tag from contact
Removes a tag from the specified contact
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.
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What is HighLevel?
HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, and more.
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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.
Learn more >With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.
Hitesh Matlani
Director - Business Development and Operations, Avid Brio
Zoho Flow acts as a connector between applications. It helped automate the document creation process, reducing manual tasks and increasing our overall efficiency.
Melanie Cope Machial
Head of Marketing and Technology, Hanoi School of Business and Management
Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.
Sean Rivers
Platform Evangelist, Barings Law
