Talkdesk instantly displays a customer’s Infusionsoft contact history and information when a call is connected. Agents can use this information to personalize interactions and provide optimal service.
Save agents the inefficiency of switching between two applications with the ability to perform Infusionsoft actions within Talkdesk. Agents will be able to create contacts and update notes without ever leaving Talkdesk.
Talkdesk’s automated workflows eliminate the need to manually enter data in two different systems. Save agents time by configuring certain Talkdesk events to automatically trigger Infusionsoft actions.
Talkdesk automatically synchronizes Infusionsoft contacts and notes with Talkdesk in real-time. When agents have the most up-to-date information, they can better serve your customers’ needs.
Customize the data that is synchronized between Talkdesk and Infusionsoft according to your business needs. When your systems are populated with the right information, your agents can focus on what matters most: fostering customer loyalty.
Effortlessly configure the Talkdesk Infusionsoft Integration - no programming required! All you need is your Infusionsoft account information and you can synchronize data and instantly increase your team’s efficiency.
Request a free demo and we will help you create your contact center today, complete with CRM integrations and settings configuration.