CloudTalk

CloudTalk is a cloud-based, AI-powered call centre platform for managing inbound and outbound calls.

The CloudTalk Widget connects CloudTalk with OnePageCRM, allowing you to view call history linked to your CRM contacts directly in OnePageCRM.


  • You need a Cloudtalk account to connect it to OnePageCRM.
  • Only  Account Owner or Administrators can configure and manage the integration.

In this article:



Enable/Disable the Cloudtalk Widget


1
In Cloudtalk, go to Settings → API Keys → Add API Key.


2
Click on Show → copy both API ID and API Key.

3
In OnePageCRM, go to CloudTalk under Apps and Integrations → click Install.

Apps and Integration page | Communication apps | CloudTalk


4
Under Configuration → paste the API ID and API Key → click Connect to Cloudtalk.

CloudTalk configuration tab


Find/Use the Cloudtalk Widget

Jump up to Article's Overview ⮝

1
Open a contact → find the Widget above the Contact Timeline → click to expand.

Click on the CloudTalk widget to expand it.


2
Once expanded, it will display:

  • Date - The date & time of the call
  • Call type - The phone number used, call type, and a link to the recording in Cloudtalk
  • Duration - The call duration

    • Expanded CloudTalk widget with the data


    💡 The widget checks the first email address for matching data.

    Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

    Still need help? Contact Us Contact Us