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CloudTalk + Zoho CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About CloudTalk

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

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
Zoho CRM Alternatives

Looking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives

  • Salesforce Salesforce
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  • Agile CRM Agile CRM

Best ways to Integrate CloudTalk + Zoho CRM

  • CloudTalk Zoho CRM

    CloudTalk + Zoho CRM

    Create/Update Lead to Zoho CRM from New Call in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Zoho CRM Create/Update Lead
  • CloudTalk Zoho CRM

    CloudTalk + Zoho CRM

    Create/Update Contact to Zoho CRM from New Call in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Zoho CRM Create/Update Contact
  • CloudTalk Zoho CRM

    CloudTalk + Zoho CRM

    Create Module Entry to Zoho CRM from New Call in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Zoho CRM Create Module Entry
  • CloudTalk Zoho CRM

    CloudTalk + Zoho CRM

    Add Attachment in Zoho CRM when New Call is created in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Zoho CRM Add Attachment
  • CloudTalk Zoho CRM

    CloudTalk + Zoho CRM

    Create/Update Lead to Zoho CRM from New Contact in CloudTalk Read More...
    Close
    When this happens...
    CloudTalk New Contact
     
    Then do this...
    Zoho CRM Create/Update Lead
  • CloudTalk {{item.actionAppName}}

    CloudTalk + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect CloudTalk + Zoho CRM in easier way

It's easy to connect CloudTalk + Zoho CRM 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How CloudTalk & Zoho CRM 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 Zoho CRM 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 Zoho CRM.

    (2 minutes)

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

Integration of CloudTalk and Zoho CRM

CloudTalk

CloudTalk is a cloud-based platform that allows users to communicate with each other in a social manner. This means that users will be able to communicate and cplaborate with each other on the go, via their computers and mobile devices. Users can access the spution from any web browser. CloudTalk has many tops, such as voice calling and video conferencing, that enable users to work together, regardless of their location.

Zoho CRM

Zoho CRM (Customer Relationship Management. is a cloud-based customer relationship management platform that automates various business processes, such as marketing and sales. Zoho CRM has a rich feature set which includes email marketing, lead generation, email templates, contact management, lead tracking, tasks and projects, analytics, and much more.

Integration of CloudTalk and Zoho CRM

The main benefit of integrating CloudTalk with Zoho CRM is that this will allow users to communicate with each other in a social manner. The integration between CloudTalk and Zoho CRM will enable users to communicate with each other through voice calls and video conferencing that are available on both platforms. This will allow cplaboration among businesses. For example, a business could incorporate CloudTalk into its marketing strategy. If a business uses CloudTalk to conduct video conferences, then it can save money by not renting conference rooms. This company can also use the video conferencing feature of CloudTalk to conduct interviews with potential interns or employees. This could save the company money because they won’t need to rent an office space or travel to meet up with individuals. In addition, companies can save money by using CloudTalk for communication purposes because there is no need to purchase expensive equipment like phones and headsets.

Benefits of Integration of CloudTalk and Zoho CRM

The benefits of integration between CloudTalk and Zoho CRM include increased productivity, reduced operational cost, and higher product quality. CloudTalk will increase productivity due to the ability to conduct live meetings from any location. Zoho CRM will reduce operational costs because there is no need for employees to travel to meetings or use office space for meetings. Since CloudTalk is cloud-based, it allows users to access the spution from any web browser. This means that the cost of purchasing new hardware and software is eliminated. CloudTalk will improve product quality through the ability to conduct meetings without physically meeting up with someone. This means that if one member of a team is out sick or has a conflicting appointment, then team members can still meet via conference calls or video chats on CloudTalk.

The process to integrate CloudTalk and Zoho CRM 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.