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Activating your Talkdesk Integration


Note: is migrating to Service Cloud Lightning and will be fully retired on March 13, 2020. It ceased being marketed to new customers as of March 13, 2018. Users already in possession of a license will still be able to follow these steps to integrate with Talkdesk. New customers, however, will be required to integrate Talkdesk with Salesforce. Learn more about Desk to Service Cloud migration

The setup is quick and easy. No programming is required, just enter your account information and the integration process is finished. You can also select the information (i.e. contacts, interaction types, etc.) that you would like to synchronize with Talkdesk. 

Follow the steps below to activate the integration. Bear in mind that you must have admin permissions in both Talkdesk and

Get Your Credentials

Log in to your account and follow the steps below to get an API key:

  • Click the 'Admin' icon [1] on the top left menu and then 'Settings' [2]
  • Select 'API' [3] from the left side bar
  • Click the ‘Add API Application’ button [4]
  • Enter a name for the application and fill in the information regarding your Talkdesk account URL [5]
  • Click "Add":

  • Your new API access Key [6] and Secret [7] will be created and displayed so you'll need to copy it somewhere safe before continuing:

  • Click the “Your Access Token” link [8] to get your “Token” [9] and “Token Secret” [10] (you'll also need to copy these somewhere safe before continuing): 

Activate Integration in Talkdesk

  1. Log into your Talkdesk account as an Administrator.
  2. Click on the “Admin” section [1] at the top of the page.
  3. Select the “Integrations” tab [2] and click on the Desk.comConnectbutton [3].
  4. Fill out the form with your credentials.


You will need to enter your subdomain [4]. In case you own a custom domain in Desk, simply use the Custom Domain field instead to enter your domain name [5].

Paste in your Key and Secret [6] and then the Token and Token Secret [7] authentication credentials you got from the previous step.




Select the appropriate boxes according to your needs to customize the configuration [8] to synchronize contacts, agents, interactions, and history of the conversations:


Note: Only agents that are using the same email address in both Talkdesk and will be synced when agent synchronization is enabled. Cases and notes will always be created by the main account admin with the relevant agents assigned.

Once you have completed these steps click “Save” [9] at the bottom of the page and that’s it!

The Talkdesk and integration is now activated and all information will be automatically synchronized between Talkdesk and After a few minutes (or seconds, depending on how many contacts you have), the integration process will be finalized.

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