Talkdesk

Talkdesk is a browser-based call center software used in sales, customer support, and marketing. 

Please note: You will need a separate Talkdesk Account.


In this article:
How to install the Talkdesk integration 
Enable/Disable Click-to-Call for Talkdesk in OnePageCRM
How to make a call using Talkdesk

How to install the Talkdesk integration

The integration needs to be set up in your Talkdesk account directly, by an Administrator. To do this, please follow the steps outlined here.

Once this integration has been set up, it will automatically synchronize contacts, activities, and notes between OnePageCRM and Talkdesk in real-time and display the customer’s contact history and information from OnePageCRM to Talkdesk.

Talkdesk page for OnePageCRM integration set up

Enable/Disable Click-to-Call for Talkdesk in OnePageCRM

Enable Click-to-Call for Talkdesk

1
Click on your User/Profile icon (top right-hand corner) → Select Apps and Integrations → under Communication Apps click on Talkdesk → click Install.

OnePageCRM | Apps and Integration Page | Under Communication Apps the Talkdesk integration is highlighted in orange.

2
This will open a new tab for the Chrome Web Store. Click Add to Chrome to install the Talkdesk extension to your Chrome browser.

Chrome web Store l Talkdesk Click-to-Call Extension l Add to Chrome

3
In the pop-up, click Add extension.

Chrome web Store l Talkdesk Click-to-Call Extension pop-up window l Confirm to add extension

Disable Click-to-Call for Talkdesk

Open the Chrome Web Store and look for the Talkdesk Click-to-Call Extension → Select Remove from Chrome.

Chrome web Store l Talkdesk Click-to-Call Extension l Remove from Chrome

How to make a call using Talkdesk in OnePageCRM

1
Log in to your Talkdesk account.
2
In OnePageCRM open a contact and click on the phone number to Call using Talkdesk.

OnePageCRM | Contact profile page | the phone numbers of the contacts are highlighted with an orange quare.

3
Once you've completed your call, you have the option to add call note details in OnePageCRM. 

OnePageCRM | Contact profile page | The

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