Talkdesk

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

How to install the Talkdesk integration

A Talkdesk Administrator must set up the integration in Talkdesk.

Once connected, contacts, activities, and notes sync in real time, and OnePageCRM customer information is available in Talkdesk.

💡 Follow the steps outlined here to set up the integration in Talkdesk.

Talkdesk | OnePageCRM integration set up

Enable Click-to-Call for Talkdesk

Disable Click-to-Call for Talkdesk

Go to Talkdesk under Apps and Integrations → click Install.

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

A new tab will open in the Chrome Web Store. Click Add to Chrome to install the Talkdesk extension.

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

In the pop-up, click Add extension.

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

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

Open a contact → click the phone number → select Call with Talkdesk.

Contact | Phone number | Call icon

After the call → add a add call note in OnePageCRM.

Contact | Call note | Call icon