Talkdesk
Talkdesk is a browser-based call center software used in sales, customer support, and marketing. Talkdesk will automatically synchronize contacts, activities, and notes between OnePageCRM and Talkdesk in real-time and display customer’s contact history and information from OnePageCRM to Talkdesk.
How to install the Talkdesk integration
1
Go to your
User/Profile icon (in the top right hand corner) → Select
Apps and Integrations.
2
Under
Communication Apps select
Talkdesk → click
Install.
3
Click
Add to Chrome to install the Talkdesk extension to your Chrome browser.
4
In the pop-up, click
Add extension.
How to make a call using Talkdesk in OnePageCRM
1
Login to your Talkdesk account.
2
In OnePageCRM open a contact and click on the phone number to
Call using Talkdesk.
3
Once you've completed your call, you have the option to
add call note details in OnePageCRM.