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Frequently Asked Questions about CloudTalk + Webhooks by Zapier integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CloudTalk and Webhooks by Zapier
What is the purpose of integrating CloudTalk with Webhooks by Zapier?
Integrating CloudTalk with Webhooks by Zapier allows you to automate workflows by connecting calls and customer data to hundreds of other applications. You can set up triggers like 'New Incoming Call' or 'Call Ended,' and automate actions such as creating a new contact in your CRM or notifying a team on Slack.
How do I set up a trigger for incoming calls in CloudTalk using Webhooks by Zapier?
To set up a trigger for incoming calls, you'll initiate the process in your Zapier dashboard. Choose 'New Incoming Call' as the trigger event from CloudTalk, then select Webhooks by Zapier to define what should happen next, such as sending data to another software.
Can I use Webhooks by Zapier to send SMS notifications via CloudTalk?
Yes, you can automate SMS notifications through CloudTalk using Webhooks by setting an action in Zapier. Once a trigger event is captured, for example, 'Missed Call,' you can configure an action that sends an SMS directly through CloudTalk's system.
Is it possible to update contact information automatically when a call is made or received?
Absolutely, with the integration between CloudTalk and Webhooks by Zapier, you can set triggers like 'New Outgoing Call' or 'Call Ended' and then define actions that update contact details in your CRM or any connected application automatically.
What happens if I receive multiple webhook requests at once from CloudTalk?
Webhooks are designed to handle multiple requests efficiently. When integrated with Zapier, our system processes each webhook request independently according to the defined triggers and actions ensuring no data loss or process delays.
How do I troubleshoot failed zaps between CloudTalk and other apps?
If a zap fails, you can use the task history feature in your Zapier account to view detailed logs of each task. This will provide insights into why an error occurred so that we can rectify any issues related specifically to webhook data not being received or any misconfiguration.
Are there limitations on the types of data that can be sent using webhooks in this integration?
Generally speaking, most types of call-related data such as timestamps, caller IDs, duration, etc., can be sent using webhooks through this integration. However, sensitive information must always comply with privacy regulations and your business's compliance policies when being transmitted.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Call
Triggers when call is made via CloudTalk.
Try It - New SMS
Triggers when a SMS is sent/received via CloudTalk
Try It - IDRequired
- ID PostfixRequired
- Contact NameRequired
- Phone numberRequired
- Email
- Contact Company
- External Link
- From NumberRequired
- To NumberRequired
- Message TextRequired
- New Contact
Triggers when a contact is created or updated in CloudTalk.
Try It - Activity IDRequired
- Acitivity ID postfixRequired
- Activity titleRequired
- Activity contentRequired
- Activity meta - price
- Activity meta - status
- Activity meta - color
- Activity link
- Contact IDRequired
- Contact ID PostfixRequired
- Contact name
- Contact email
- Contact number
- IDRequired
- ID PostfixRequired
- Contact NameRequired
- Phone numberRequired
- Email
- Contact Company
- External Link
- IDRequired
- ID PostfixRequired
- Contact NameRequired
- Phone numberRequired
- Email
- Contact Company
- External Link