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Contactually Integration Activation

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Setting up this integration is simple. No programming is required; just enter your Contactually account information and the integration process is complete.

First you need to obtain your Contactually credentials. Log into your Contactually account and:

  • Click on your profile picture or initials on the top bar, then select “Settings” from the dropdown menu [1].
  • On the left sidebar click “API + Apps[2].
  • Copy your API key [3].

Once you have obtained your Contactually credentials, log in to your Talkdesk account as an Administrator. Click on the “Admin” tab [4] at the top of the page. Select the “Integrations” tab [5] and click on the Contactually “Connect” button [6].

Paste the API key [7] you have just copied from Contactually. Then, select the appropriate boxes to synchronize contacts, interactions and activity history [8].

Once you complete these steps click "Save[9] and that's it! The Talkdesk and Contactually Integration is activated and information will now automatically synchronize between both systems.

If you have any questions about this integration, or if you would like assistance configuring it, please do not hesitate to reach out to one of our product experts at support@talkdesk.com

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