Marketplace

CloudTalk

CloudTalk is a cloud-based phone system for sales and support teams, with call recording and AI features built in.

The CloudTalk CRM integration puts every call you have with a contact on their page in OnePageCRM. You'll see when it happened and how long it ran, and one click opens the recording back in CloudTalk.

Need to set it up? See our Help Docs.

Your call history, where you actually need it

Opening a new tab and going through call logs to work out who spoke to whom wastes time. This integration prevents that.

Every CloudTalk call you've had with a contact appears on their profile inside your CRM. You'll see the date, the number used, whether it was inbound, outbound, or missed, and how long the call lasted.

And if you want to listen back, click the call and CloudTalk opens the recording for you.

How CRM widgets work

The CloudTalk widget on a OnePageCRM Contact Page, listing incoming, outgoing, and missed calls with their dates.

Calls and other context, in one place

Call details don't belong in a separate system. They're part of your customer's data, which makes them more useful inside that customer's profile.

So OnePageCRM puts your CloudTalk calls together with emails, notes, deals, and reminders on a single page. Before you reach out again, you know exactly where you left off.

About Contact Pages

A OnePageCRM Contact Page with calls, emails, notes, meetings, and deals in one view.

End every call knowing what to do next

A call without a follow-up rarely turns into a sale.

After every CloudTalk conversation, OnePageCRM nudges you to set a next step for the contact you spoke with. It'll then remind you when it's time to call back, send the quote, or check in.

More on follow-up reminders

Follow-up reminders next to contacts in OnePageCRM, each with a date and a next step.

Questions

Because the call and the customer belong together. Without the integration, your call history is in CloudTalk and everything else about that person is in your CRM, so you check two places before every conversation. Connect them and the calls come to you.

The date and time, the number used, whether the call was inbound, outbound, or missed, and how long it lasted. Missed calls show a voicemail where one was left.

Yes. Each call in the widget links to its recording, and clicking it opens the audio in CloudTalk.

In CloudTalk, go to Settings, open API Keys, and create one. Then install CloudTalk under Apps and Integrations in OnePageCRM and paste the API ID and key in. The setup guide covers every step.