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Get Started FreeTriggers when call is made via CloudTalk.
Triggers when a contact is created or updated in CloudTalk.
Triggers when a new note/page is created in a notebook/section.
Create a contact.
Update an existing contact.
Create a new note in the "Quick Notes" section of your default notebook.
Creates a new note/page in a specific Notebook/Section
Triggers when call is made via CloudTalk.
Triggers when a contact is created or updated in CloudTalk.
Triggers when a new note/page is created in a notebook/section.
Create a contact.
Update an existing contact.
Create a new note in the "Quick Notes" section of your default notebook.
Creates a new note/page in a specific Notebook/Section
Choose CloudTalk as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select OneNote as the action app from the list.
Connect your OneNote account & authenticate it.
Select the data you want to send from CloudTalk to OneNote & your AI Agent is ready!
New Call
Create Note in Section
New Call
Create Note
New Contact
Create Note in Section
New Contact
Create Note
CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.
OneNote is your digital notebook for capturing, organizing and sharing all of your notes and information. It helps you gather everything into one central location, and works across all your devices.
The integration between CloudTalk and OneNote is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating CloudTalk with OneNote, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the CloudTalk-OneNote integration:
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