Once connected, OnePageCRM and Talkdesk share their data in real time. That means you can:
See all deals, notes, actions, and logged calls on a single page.
Start a Talkdesk call from OnePageCRM by clicking a contact's phone number.
Pull up a customer's CRM details while you talk to them in Talkdesk.
Automate the work around calls
You can also set up automations between the two apps. For example:
Create a contact in OnePageCRM when a new lead calls in Talkdesk.
Set an automatic Next Action if you miss a call.
Log a note after a call is finished without any extra clicks.
Questions
So your call center and your CRM stop living separate lives. Contacts, activities, and notes sync between the two in real time, and whoever picks up a call in Talkdesk sees the customer's OnePageCRM information right there.
The setup happens on Talkdesk's side, and it takes a Talkdesk administrator to do it. The setup guide above covers the steps.
Yes. Install the Talkdesk Click-to-Call extension from the Chrome Web Store, then click a phone number in OnePageCRM and choose the Talkdesk option. When the call ends, add a call note on the contact so the conversation is on record.
