Two-Way Integration With Your Business Tools
Automatically synchronize contacts, cases, tickets and other relevant information from your business tools.
Unified workspace
Eliminate the redundant action of opening and searching through multiple systems with the customer on the phone.
Intuitive interface
Agents can access information from your CRM, helpdesk and back office applications from our intuitive interface.
Accurate information
Data is automatically updated in external systems so agents will always have accurate information.
Increased productivity
With seamless integrations, optimize your company’s workflow and your team will increase their productivity.
Automatically sync previous interactions and contact information
With readily available, relevant information, Talkdesk will increase your company’s productivity, eliminate omission of information and improve the customer experience.
Identify the caller in real time
Pleasantly surprise your customers by knowing their name even before answering the phone. Talkdesk compiles information from multiple sources so your customer information is always updated.
Review previous interactions
All previous interactions, including cases, tickets, events and chats, are available as the phone rings. Your agents will always know the entire history of the caller, ensuring that the customer experience is more personalized.
Access complete profile information
Information is continuously extracted from enabled integrations, so agents always have accurate, real-time information about the customers without having to manually insert information in multiple places.
Automatically push Talkdesk data into your integrations
Talkdesk automatically pushes information into all integrated systems enabling teams to access comprehensive, accurate information without having to re-enter redundant data.
A call goes to voicemail
→
Create a ticket
Turn Talkdesk voicemails into Zendesk tickets
A note is created
→
Create a note
Send Talkdesk notes to Highrise
A contact is created
→
Create a contact
Send Talkdesk contacts to Salesforce
Send information to external systems
Talkdesk automatically updates information about your customers and their interactions with your company into the systems you use, eliminating the need for your agents to manually input redundant information.
Set the rules and customize information
Define automatic actions to run in third-party systems whenever a specific event happens in Talkdesk. Choose from the available triggers and save the information attached to them in the appropriate system.
Real time, continuous updates
Talkdesk continuously synchronizes with your systems so that information about the caller is always up-to-date. Each interaction is automatically updated in all systems, in real time.
Receive notifications by email
Alert agents and/or supervisors when the phone rings, a call is missed or a voicemail is received so your team is always informed. This notification system shortens answer and call back time and improves agent efficiency.