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Connecting Talkdesk to your business tools

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Before making and receiving calls, let’s connect it to the tools you already use.

Talkdesk allows you to integrate your Talkdesk account with your CRM, Helpdesk, Sales and other business tools.

Configuring Integrations

To configure an integration, start by navigating to your 'Admin' section [1] and select the 'Integrations' tab [2].

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Look for the integration you want to configure and click the 'Connect' button below the integration’s name.

Once an integration is enabled, you can start setting up automated tasks that send information from Talkdesk into your system when certain events occur, such as:

Talkdesk collects and synchronizes contacts and other available information (interactions you had with a particular contact) from your enabled integrations.

To learn more about how to configure and use a particular integration, have a look here.

Talkdesk Click-to-Call Extension

With Talkdesk’s Click-to-Call extension, your agents can use Talkdesk to call customers directly from their favorite Helpdesk, CRM, sales software or any other website. All they need to do is click on a phone number directly from the interface of your favorite software and Talkdesk takes care of the rest. Install the Talkdesk Click-to-Call extension to increase your team’s productivity.

Talkdesk Callbar

Talkdesk provides enterprise-level call center functionality from an intuitive interface but you can also have access to this functionality from the systems you already use.

Talkdesk Callbar is an application that allows agents to make and receive calls via Talkdesk from any application they are working in. Follow the instructions here to install it.

 

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