How can we help?

Talkdesk Connections

• ★ Talkdesk Connections
• Creating an Automation with Talkdesk Connections
• Creating an Action with Talkdesk Connections
• Creating a Connection with Talkdesk Connections

Talkdesk Microsoft Dynamics 365 Connector

• Talkdesk Activities in Dynamics 365
• Microsoft Dynamics 365 Integration Activation
• Enabling Talkdesk Dynamics 365 Connector CTI
• Using Dynamics 365 Click-to-Call and Contact Pop
• Automating Tasks in your Dynamics 365 Integration

Talkdesk for Salesforce

• ★ Talkdesk for Salesforce FAQ - New Customers
• Managing Talkdesk for Salesforce Presence Sync Rules for Salesforce Omni-Channel
• Talkdesk for Salesforce Presence Sync Rules for Salesforce Omni-Channel
• Viewing Digital Channel Engagement interactions in Talkdesk Activities
• Talkdesk Activities with New Data Model in Talkdesk for Salesforce
• Using Relate To in Talkdesk for Salesforce (Conversations)

See All

Talkdesk Dialer for Salesforce

• Setting up Talkdesk Dialer for Salesforce
• Using Talkdesk Dialer for Salesforce
• How to use Salesforce Dialer Lists
• Using Talkdesk Dialer for Salesforce with Custom Objects
• Using a Custom URL on the Talkdesk Dialer for Salesforce pop modal
• Reporting in Talkdesk Dialer for Salesforce Campaigns

See All

Talkdesk for Service Cloud Voice

• Configuring the Inbound Call Flow
• Toggling Agents between T4SCV and T4SF
• Pause/Resume Recordings and Transcriptions in T4SCV
• Using the After Conversation Work Component
• Setting up Talkdesk for Service Cloud Voice (Early Access)
• How to Use Talkdesk for Service Cloud Voice (Early Access)

Talkdesk ServiceNow Connector

• Installing Talkdesk ServiceNow Connector
• ServiceNow Integration Activation
• Using Relate To in Talkdesk ServiceNow Connector (Conversations)
• Using Extra or Custom Fields on Talkdesk Automations for ServiceNow
• Automating Tasks in the ServiceNow Connector
• Enabling Relate To in Talkdesk ServiceNow Connector

See All

Talkdesk Hubspot Connector

• Automating Tasks in your Hubspot Integration
• Hubspot Integration Activation

Talkdesk Outreach Connector

• Talkdesk Outreach Connector Installation

Talkdesk for Slack

• Using Talkdesk for Slack
• Using Talkdesk for Slack within Talkdesk's Contacts section
• Coaching Agents using Slack
• Activating your Talkdesk for Slack Integration
• Automating Tasks in your Talkdesk for Slack Integration
• Talkdesk for Slack - Automations Guide

Talkdesk Zendesk Connector

• Activating your Talkdesk Zendesk Connector Integration
• Automating Tasks in your Zendesk Integration
• Using Relate To in Talkdesk Zendesk Connector (Conversations)
• Using Talkdesk Zendesk Connector
• Using Zendesk Click-to-Call and Contact Pop
• Using Ticket Pop Actions in Talkdesk Zendesk Connector Automations

See All

Talkdesk Zoom Connector

• Using Zoom Connector

BigCommerce

• BigCommerce Integration Activation
• Automating tasks in your BigCommerce Integration

Freshdesk

• Freshdesk Integration Activation
• Automating tasks in your Freshdesk Integration

Freshservice

• Freshservice Integration Activation
• Automating Tasks in your Freshservice Integration

Front

• Front Integration Activation
• Automating Tasks in Your Front Integration

Google

• Google Contacts Integration Activation

Help Scout

• Help Scout Integration Activation
• Automating tasks in your Help Scout Integration

Highrise

• Highrise Integration Activation
• Automating tasks in your Highrise Integration

Infusionsoft

• Infusionsoft Integration Activation
• Automating tasks in your Infusionsoft Integration

Intercom

• Intercom Integration Activation
• Automating tasks in your Intercom Integration

Kustomer

• Managing Kustomer Custom Fields
• Kustomer Integration Activation
• Automating tasks in your Kustomer Integration

LiveChat

• LiveChat Integration Activation
• Automating tasks in your LiveChat Integration

Nimble

• Nimble Integration Activation
• Automating tasks in your Nimble Integration

Olark

• Olark Integration Activation

OnePageCRM

• OnePageCRM Integration Activation
• Automating tasks in your OnePageCRM Integration

Pipedrive

• Pipedrive Integration Activation
• Automating tasks in your Pipedrive Integration

Shopify

• Shopify Integration Activation
• Automating tasks in your Shopify Integration

SnapEngage

• SnapEngage Integration Activation

UserVoice

• UserVoice Integration Activation
• Automating tasks in your UserVoice Integration

Zingtree

• Automating tasks in Zingtree Integration
• Activating the Zingtree Integration

Zoho

• Zoho Integration Activation
• Automating tasks in your Zoho Integration

Automated Tasks

• Automation Tools
• Automated Tasks Fields
• Automated Tasks Filters
• Managing Existing Automations
• Context in Automations
• Email Notifications for Missed Calls

See All

Talkdesk Click-to-Call Extension

• Installing Talkdesk Click-to-Call Extension
• Talkdesk Click-to-Call extension disabled automatically

FAQ - Integrations

• Contact Sync FAQ
• Can I see the status of my integrations' requests?
• HTTP Notifier / Webhooks
• How can I filter voicemail notifications, so only those agents with certain ring group are notified?
• How do I turn off the Missed Call or Voicemail notification emails?
• If we update a contact's phone number in an external integration, will it be updated in Talkdesk automatically?

See All