Integrate CloudTalk with Salesforce

Appy Pie Connect allows you to automate multiple workflows between CloudTalk and Salesforce

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About CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Want to explore CloudTalk + Salesforce quick connects for faster integration? Here’s our list of the best CloudTalk + Salesforce quick connects.

Explore quick connects

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Connect CloudTalk + Salesforce in easier way

It's easy to connect CloudTalk + Salesforce without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Actions
  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How CloudTalk & Salesforce Integrations Work

  1. Step 1: Choose CloudTalk as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from CloudTalk to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of CloudTalk and Salesforce

The purpose of this article is to inform the reader about CloudTalk and Salesforce. Firstly, the reader will learn about CloudTalk and how it connects with Salesforce. Secondly, the reader will learn about Salesforce and the benefits of integration of CloudTalk and Salesforce.

CloudTalk is a software developer that specializes in creating cloud-based enterprise apps and marketing automation software. CloudTalk was founded in early 2012 by the former CEOs of Marketo and Eloqua. CloudTalk helps customers to build their own cloud-based apps by integrating with their existing applications. CloudTalk works seamlessly with Salesforce and other CRM platforms that are used in businesses today. CloudTalk helps companies to create apps that are used for communication, business intelligence, analytics and sales. CloudTalk can also be integrated with other platforms like Big Data, Facebook, Twitter, Klout, Google Analytics, and more. Companies can easily add or remove additional features to customize the application for their own use. The CloudTalk platform uses the same coding language as WordPress and the platform allows users to create apps without having any technical expertise or programming knowledge. Developers at CloudTalk are ready to help you build your own customized app from scratch or customize an existing template.

Salesforce is a customer relationship management service offered by It is used by small to large businesses as well as nonprofit organizations around the world. Salesforce features include social cplaboration, marketing automation, deal management, customer service, commerce, mobile, business analytics, and more. Salesforce provides a Social Studio which is an easy to use dashboard that gives you access to all of your social dashboards. It is a great way to view all of your social activity across all of your social networks in one place. You can connect to platforms such as LinkedIn, Twitter, Facebook, Google+, YouTube, Instagram, SlideShare and more. You can easily share your social media posts from Social Studio to all of your connected accounts or just a specific one with a tweet or post. You can also monitor your social feeds for mentions or specific keywords on Facebook, Twitter, LinkedIn and more.

Integration of CloudTalk and Salesforce

The integration of CloudTalk and Salesforce is beneficial because it allows customers to use Salesforce for tracking leads and contacts. CloudTalk has an app called “Leadfeeder” which is an online marketing top that gathers data from websites across the web. This top pulls together data about people who are researching products or services online so that you can reach out to them through email campaigns and targeted advertising. Leadfeeder works with websites like Google+, Twitter, Facebook Pages, Yelp, Foursquare and many more sites to gather information on users who have expressed interest in your products or services on these sites. Leadfeeder also integrates with Salesforce so that users can track leads who have shown interest in their products through the Leadfeeder app on Salesforce.

Benefits of Integration of CloudTalk and Salesforce

The integration of CloudTalk and Salesforce has many benefits for businesses who use these applications in their daily operations. Customers who use CloudTalk can benefit from using it to customize Salesforce for their own purposes. For example, if a company wants to use Salesforce for tracking leads but does not want to spend the money on producing their own apps, they can work with CloudTalk to develop customized apps for their needs using the apps that Cloud Talk has already created for other companies. This helps customers save time and money by not having to develop their own apps from scratch or pay someone else to do it for them.

Customers who use Salesforce can also benefit from using it in conjunction with CloudTalk for lead tracking purposes because it allows users to track leads across multiple sources in one place making it easier to manage than if they were using multiple separate apps for each source. For example, if a company wanted to run an email campaign targeting people who have showed interest in their products through Google+, they would need to use two different applications; one for Google+ and one for Salesforce if they did not use CloudTalk. If they used both programs but did not integrate them, they would have to manually transfer information between the two apps every time they received information from one source or another making it very time consuming and inefficient. However, if they used CloudTalk they could easily import information from Google+ into Salesforce so that it would appear in the Marketing tab on Salesforce where they could track information related to those leads according to their own marketing strategy.

This article has discussed what CloudTalk is and how it integrates with Salesforce for business purposes. We have also discussed how businesses can benefit from integrating these platforms together to make it easier for them to keep track of leads across multiple platforms with just one platform like Salesforce instead of having multiple separate tops for each source.

The process to integrate CloudTalk and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm