Talkdesk is a browser-based call center software, and with the integration with Pipedrive, it can help users by displaying customers’ Pipedrive contact history and information when a call is connected in Talkdesk. This allows users to work with the information to personalize interactions and provide optimal service. The integration also allows users to update and create notes, contacts, and activities in Pipedrive from Talkdesk, so your entire team is always on the same page.
Talkdesk has the ability to automatically synchronize contacts, activities, and notes between Pipedrive and Talkdesk in real-time. This can be customized according to your business’s needs. Furthermore, Talkdesk’s automated workflows eliminate the need to enter data in two different systems manually. You can simply configure certain Talkdesk events to automatically trigger Pipedrive actions.
All you need to do to configure Pipedrive and Talkdesk is add your Pipedrive account information, and you can synchronize data instantly.
1. Log in to Talkdesk as an admin user.
2. Select Admin > Integrations > Pipedrive
3. Configure the connections, and from there on you can start creating automations
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