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Zoho People + CloudTalk Integrations

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

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About Zoho People

Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.

About CloudTalk

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

CloudTalk Integrations

Best ways to Integrate Zoho People + CloudTalk

  • Zoho People CloudTalk

    Zoho People + CloudTalk

    Create Contact to CloudTalk from New Record in Zoho People Read More...
    Close
    When this happens...
    Zoho People New Record
     
    Then do this...
    CloudTalk Create Contact
  • Zoho People CloudTalk

    Zoho People + CloudTalk

    Update Contact in CloudTalk when New Record is created in Zoho People Read More...
    Close
    When this happens...
    Zoho People New Record
     
    Then do this...
    CloudTalk Update Contact
  • Zoho People Gmail

    Zoho People + Gmail

    Create Draft to Gmail from New Record in Zoho People Read More...
    Close
    When this happens...
    Zoho People New Record
     
    Then do this...
    Gmail Create Draft
  • Zoho People Gmail

    Zoho People + Gmail

    Send Email in Gmail when New Record is created in Zoho People Read More...
    Close
    When this happens...
    Zoho People New Record
     
    Then do this...
    Gmail Send Email
  • Zoho People Gmail

    Zoho People + Gmail

    Create Label to Gmail from New Record in Zoho People Read More...
    Close
    When this happens...
    Zoho People New Record
     
    Then do this...
    Gmail Create Label
  • Zoho People {{item.actionAppName}}

    Zoho People + {{item.actionAppName}}

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

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

    Triggers
  • New Record

    Triggers every time a record is added in a specific form.

  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

    Actions
  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zoho People & CloudTalk Integrations Work

  1. Step 1: Choose Zoho People 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 CloudTalk 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 Zoho People to CloudTalk.

    (2 minutes)

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

Integration of Zoho People and CloudTalk

“Zoho is a leading provider of online business software, including accounting software, CRM software, email marketing software, project management software, and more” (Zoho.com. Zoho People is an integrated suite of cloud-based customer relations management (CRM. tops that helps manage leads, leads’ data, contacts, leads’ activities, leads’ interactions with the company/companies, leads’ stats, leads’ feedbacks, leads’ support through tickets, leads’ queries, etc.

CloudTalk is a cloud-based unified communications service that is integrated with Zoho People. CloudTalk provides businesses with the ability to integrate voice calls, video calls, chat, cplaboration tops and social media features into their existing business processes.

Integration of Zoho People and CloudTalk

Integration of Zoho People with CloudTalk is very easy. All you have to do is just go to your Zoho People conspe and then click on ‘Manage Connections’. Next, enter your CloudTalk account credentials and select the phone numbers for which you want to enable call tracking. Once you are done, save the changes.

Benefits of Integration of Zoho People and CloudTalk

Integration of Zoho People with CloudTalk has many benefits. To name some of the benefits are:

  • Integration of Zoho People with CloudTalk makes it easy to track incoming/outgoing calls to/from your business number(s. in your CRM application. This helps keep track of all the phone calls coming in/going out of your business number(s.
  • Integration of Zoho People with CloudTalk helps businesses get accurate call statistics. These statistics help them understand the kind of calls they are receiving on their business numbers. They can also use these statistics to optimize their sales process by identifying the most common customer complaints and addressing them accordingly.
  • Integration of Zoho People with CloudTalk allows users to view all conversations happening on their business phone number(s. within one interface. This way they don’t have to switch between different applications for different tasks related to their business number(s.
  • Integration of Zoho People with CloudTalk also enables businesses to record incoming/outgoing calls from within their CRM application. They can either record the entire call or just a part of it as per their requirement. Recording calls helps businesses review their sales process and identify areas for improvement.
  • Integration of Zoho People with CloudTalk allows businesses to see a list of all recorded calls within one interface. With this feature businesses can easily find a specific call that they want to listen to again or review a particular call log etc.
  • Integration of Zoho People with CloudTalk allows businesses to have a complete history of all phone calls they have made from their business number(s. The history includes details such as date and time of the call, duration of the call, status of the call (answered or unanswered), caller ID information etc. The history also includes details about those who called your business number(s.
  • Integration of Zoho People with CloudTalk enables businesses to create a log for each business number that they wish to track. With this feature they can quickly see a list of all calls made from a particular business number along with details about those who called the number and those who answered/did not answer when a call was made from that number etc. This feature enables businesses to easily track important calls such as calls made by clients or potential clients etc.
  • Integration of Zoho People with CloudTalk allows businesses to create customized CTI rules for their business calls. These rules can be applied using various criteria such as duration of the call, time interval between two calls etc. This feature enables businesses to apply rules based on different criteria and view a list of all calls that match the criteria and apply rules accordingly. For example. if a business uses CTI rules to track calls that last for at least 10 minutes then it will be able to view all such calls and apply rules accordingly. As another example. if a business uses CTI rules to track calls made within 2 hours after a specific event such as a missed call or an unanswered call (missed or unanswered. etc., then it will be able to view all such calls and apply rules accordingly.

Integration of Zoho People with CloudTalk helps businesses improve their business operations by providing them greater visibility into their operations and enabling them to take quick action on customer requests (i.e.. respving issues related to making/receiving phone calls etc..

The process to integrate Zoho People and CloudTalk 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.