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OnePageCRM Integration Activation

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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].

OnePageCRM_1-3_NEW.png 

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]. 

Onepage_CRM_4-7_NEW.png

 

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

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