CloudTalk integration with Copper
How to Create Person contacts in Copper when CloudTalk contacts are updated
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Person contacts in Copper when CloudTalk contacts are updated" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CloudTalk integrations
CloudTalk actions
Nekton can use any feature that is available in CloudTalk API.
Using our advanced AI, you can easily create custom automations for CloudTalk.
Here are some typical actions you can do in your automated workflows.
Create or Update Contact
Creates a new or updates an existing contact.
Send SMS
Send SMS via CloudTalk
Find Contact
Finds a contact.
Create or Update Activity
Creates a new or updates an existing activity.
Create Contact
Create a new contact.
Update Contact
Update an existing contact
About CloudTalk
CloudTalk help modern sales and customer service teams provide better phone support and close more deals.