OnePageCRM integration setup is quick and easy.
No programming is required: just enter your OnePageCRM account information and the integration process is complete.
Follow these steps to activate the integration:
- Log into your Talkdesk account as an Administrator.
- Select the 'Admin' section at the top of the page [1].
- Select the 'Integrations' tab [2] and click on the OnePageCRM 'Connect' button [3].
Fill out the form with your OnePageCRM credentials:
- Enter your 'Email Address' and 'Password' [4].
- Select the appropriate boxes [5] for synchronization and interactions.
- Once you have completed these steps, click 'Save' [6].
The Talkdesk and OnePageCRM integration is now complete and you can start adding your automations.
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