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OnePageCRM Integration Activation

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Follow these steps to activate the Talkdesk and OnePageCRM integration:

Note: If you are in Talkdesk Workspace, you can access the integration and all features described below by navigating to the Talkdesk Builder app. For more information, please refer to this article

 

1. Log in to your Talkdesk account as an Administrator and click on Admin [1].

2. Select the Integrations [2] tab.

3. Click on Add New Integration [3].

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4. Navigate to the OnePageCRM integration and click on Add Integration [4].

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Fill out the form with your OnePageCRM credentials:

5. Enter your “Email Address” and “Password” [5].

6. Select the appropriate boxes [6] for synchronization and interactions.

7. Click on Save [7].

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The Talkdesk and OnePageCRM integration is now complete. You can start adding your automations.

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