Resources · Make integration

CloudTalk Make integrationAutomate CloudTalk with Make.

What if every new call and every new contact in CloudTalk could start work on its own? The CloudTalk Make integration gives you 13 modules: 2 triggers, 9 actions and 2 searches. This guide is for sales and support teams, and it walks you from the connection to a first working scenario.

Try the CloudTalk integration on MakeSee the 13 modules

Verified Trustpilot reviews · AI, automation & growth agency

What you can automate

What can the CloudTalk Make integration do for you?

The CloudTalk Make integration links your CloudTalk account to Make, a visual tool where you chain apps together without writing code. You build a scenario, which is the automation itself, out of modules, the bricks that each watch, create, update or search one thing in CloudTalk.

No call slips through the cracks. Start with Watch New Call and send the details to the chat tool your team already reads, so someone picks up the follow-up while the caller still remembers why they rang.

Your contact list stays in step with your other tools. When a customer signs up in your shop or lands in a spreadsheet, Search Contacts checks whether CloudTalk already knows them, then Create a Contact or Update a Contact does the rest. If your leads live in a table, the Airtable Make integration covers the other side.

Every conversation leaves a trace. Create an Activity records what happened in CloudTalk itself, and Send an SMS can confirm the next step to the customer in the same run.

Know the limits before you start. The CloudTalk app offers no instant trigger, so Make checks for new calls and contacts on the scenario's schedule rather than being pinged. For anything the 13 modules do not cover, Make an API Call reaches the rest of the CloudTalk API with the same connection. If you are weighing tools, the n8n vs Make comparison lays out the differences, and the Make pricing guide explains how operations are counted.

Connect

How do you connect CloudTalk to Make?

  1. 01

    Grab your API credentials in CloudTalk

    You need an active CloudTalk account first. In CloudTalk, open Settings, then the API Keys tab. Copy both the API key and the API token shown on screen, and keep them somewhere handy for the next step.

  2. 02

    Add a CloudTalk module in Make

    Log in to Make, add any CloudTalk module to your scenario and click Create a connection. A connection is your CloudTalk account linked to Make once, then reused by every CloudTalk module you add later.

  3. 03

    Paste the credentials and save

    The Connection name field is optional, but a clear name like the team or account helps when you have several. Paste the key and token you copied, save, and Make can now read your CloudTalk data.

First scenario

Build your first scenario with CloudTalk

GoalWhen a new contact is created in CloudTalk, Make sends that person an SMS from your CloudTalk account.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the big + to add the first module. This first module decides when the whole automation starts.

  2. 02

    Pick Watch New Contact

    Search for CloudTalk, choose Watch New Contact and select the connection you made earlier. Make can now list what it reads from your account.

  3. 03

    Add Send an SMS

    Click the + to the right of the trigger and add Send an SMS. Map the data from the contact bundle, one contact passed along from the trigger, into the message fields.

  4. 04

    Test with Run once

    Create a test contact in CloudTalk, then click Run once. Read the bundles each module received and check the SMS went out as expected.

  5. 05

    Schedule and switch it on

    On the first module, set the schedule. A new scenario checks every 15 minutes by default, and the Free plan cannot go lower. Then switch the scenario on and let it run.

Triggers

What can start a CloudTalk scenario?

2 modules start a scenario when something happens in CloudTalk. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by CloudTalk as soon as it happens.

CloudTalk1Watch New Call

Watch New Call

Scheduled trigger

In Make“Triggers when a new call has been created.”

Watch New Call picks up each call newly created in CloudTalk and hands it to your scenario as a bundle, so the next modules can react to it: alert a colleague, log a note, or update a record elsewhere.

How it fires
it is a scheduled trigger, meaning Make checks CloudTalk on the scenario's schedule and collects the calls created since the previous check.
When to use it
a support desk that wants every call reported in its team chat or ticketing tool without anyone copying it by hand.
Watch out
calls arrive in batches at each check, not the second they end, so plan follow-ups around the schedule you set.
CloudTalk2Watch New Contact

Watch New Contact

Scheduled trigger

In Make“Triggers when a contact has been created.”

Watch New Contact notices when someone is added to your CloudTalk contacts and starts the scenario with that person's record, ready to be copied, greeted or enriched in another tool.

How it fires
scheduled as well. Make asks CloudTalk for new contacts each time the scenario's schedule comes round, then processes each one as its own bundle.
When to use it
your agents create contacts during calls and your CRM or mailing tool should receive them too.
Watch out
if another scenario of yours creates CloudTalk contacts, this trigger will see them as well, so check you are not feeding the same people back and forth.
Modules

What else can Make do in CloudTalk?

CloudTalk gives you 11 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

CloudTalk1

Create a Contact

Action

In Make“Creates a contact.”

Adds a new person to CloudTalk so your agents see a name instead of a bare number the next time that customer calls.

When to use it
after a signup form or a purchase in another tool, when the buyer should be recognizable on the phone.
Watch out
run Search Contacts first if the person may already exist, or you will end up with duplicates.
CloudTalk2

Create an Activity

Action

In Make“Creates an activity.”

Writes a new activity into CloudTalk, which keeps a record of something that happened alongside your calling history instead of in a separate tool.

When to use it
an order shipped or a ticket closed elsewhere and your agents should see it before they dial.
Watch out
each run creates a fresh activity, so a scenario that fires twice on the same event records it twice.
CloudTalk3

Delete a Contact

Action

In Make“Removes a contact.”

Removes a contact from CloudTalk entirely, which keeps your list clean when someone should no longer be called.

When to use it
a customer asks to be forgotten in your main CRM and the same request must reach your phone system.
Watch out
treat the deletion as final, so test on a dummy contact with Run once before switching the scenario on.
CloudTalk4

Delete an Activity

Action

In Make“Removes an activity.”

Takes an activity out of CloudTalk, useful when a record was created by mistake or no longer reflects what happened.

When to use it
an order gets cancelled upstream and the activity you logged for it would only confuse the agent on the next call.
Watch out
you need the right activity to target, so pair it with Search Activities and double check the match before the delete runs.
CloudTalk5

Get a Contact

Action

In Make“Gets a contact.”

Fetches one contact you already know how to point to and brings its full record into the scenario for the modules that follow.

When to use it
a call came in through Watch New Call and you want the caller's details before writing to your CRM.
Watch out
it returns a single contact; when you do not know exactly which one, Search Contacts is the better pick.
CloudTalk6

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Lets you call any endpoint of the CloudTalk API with the connection you already set up, for the jobs the other twelve modules do not cover.

When to use it
you need a CloudTalk feature that has no dedicated module in Make.
Watch out
you have to read the CloudTalk API documentation yourself to know which address and data to send, since Make builds nothing for you here.
CloudTalk7

Send an SMS

Action

In Make“Sends an SMS.”

Sends a text message from your CloudTalk account, so the follow-up leaves the same system your team already uses for calls and contacts.

When to use it
confirm an appointment, share a tracking link or reach someone right after a missed call.
Watch out
each bundle reaching this module sends one message, so check how many bundles the previous module can return before you switch the scenario on.
CloudTalk8

Update a Contact

Action

In Make“Modifies a contact.”

Changes the details of an existing CloudTalk contact, so a new phone number or company name entered elsewhere shows up for your agents too.

When to use it
your CRM is the source of truth and CloudTalk should follow each edit made there.
Watch out
the module needs to know which contact to change, so find it first with Search Contacts or Get a Contact.
CloudTalk9

Update an Activity

Action

In Make“Modifies an activity.”

Edits an activity already stored in CloudTalk rather than piling up a new one each time the situation evolves.

When to use it
an order you logged as an activity moves from paid to delivered and the record should say so.
Watch out
without the right activity to point to, the update has nothing to change; Search Activities helps you locate it.
CloudTalk10

Search Activities

Search

In Make“Return a list of activities.”

Looks through your CloudTalk activities and returns the matches, which can be none, one or many, each as its own bundle.

When to use it
before updating or deleting an activity, or to feed a report with what your team logged.
Watch out
every result becomes a separate bundle, so the modules after it run once per match and each run counts as an operation on your plan.
CloudTalk11

Search Contacts

Search

In Make“Returns a list of contacts.”

Scans your CloudTalk contacts and hands back every match, so the scenario can decide whether to create someone new or update an existing entry.

When to use it
syncing customers from a shop or a spreadsheet without creating the same person twice.
Watch out
zero results is a normal answer, so test the case where nobody matches with Run once before relying on the scenario.
Need help

Need help automating CloudTalk with Make?

A person reads every message.

FAQ

Questions about CloudTalk and Make

01Is the CloudTalk Make integration free?
Yes, on the Make side. CloudTalk is a standard app, available from the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between scheduled runs, 5 minutes of execution per run and files up to 5 MB. Paid plans (Core, Pro, Teams and Enterprise) drop the interval to 1 minute and remove the cap on active scenarios. Usage is counted in operations each month. You still need your own CloudTalk subscription, which Make does not provide.
02What do you need to connect CloudTalk to Make?
An active CloudTalk account and its API credentials. In CloudTalk, go to Settings, open the API Keys tab and copy both the API key and the API token. In Make, add a CloudTalk module, click Create a connection, give it a name if you like and paste the two values. The connection is then shared by every CloudTalk module in your scenarios, so you only do this once per account.
03Does the CloudTalk Make trigger fire instantly?
No. Both CloudTalk triggers, Watch New Call and Watch New Contact, are scheduled. Make checks CloudTalk each time the scenario's schedule comes round and picks up whatever is new since the last check. A new scenario checks every 15 minutes by default, which is also the shortest interval on the Free plan; paid plans can go down to 1 minute. If a quicker reaction matters, lower the interval on a paid plan.
04What if a CloudTalk module is missing in Make?
Use Make an API Call. It reaches any endpoint of the CloudTalk API with the connection you already created, so you are not limited to the 13 listed modules. You do need to read the CloudTalk API documentation to know what to send. The Make documentation for this app lists no specific limits, so if a result surprises you, check the vendor documentation or contact CloudTalk directly. Starting from Make an API Call also keeps your whole flow in one scenario.
05Should you use Make or n8n with CloudTalk?
It depends on the tool your team already knows. On Make, CloudTalk comes with 13 ready modules, a visual editor and a Free plan that is enough to test a first scenario. Many apps also have an n8n node, so check whether one exists for CloudTalk and compare the operations you actually need on each side. Pick the tool where your call and contact flows are simplest to build and maintain.
Same platform

Other docs you might need on this stack.

Browse all integrations