Full contact center functionality inside Salesforce.
A tight CRM and call center integration is the hallmark of successful sales and support teams.
Seamlessly bring these systems together to drive agent productivity, improve team efficiency, and personalize every interaction, turning happy customers into brand ambassadors.
Endless automation possibilities.
Automate manual, redundant tasks to free up agent time and boost productivity.
Pre-built and custom automation, such as automatically creating a case in Salesforce when a VIP customer leaves a voicemail in Talkdesk, allow your agents to spend more time delivering great experiences.
Talkdesk for Salesforce integrates with Salesforce Lightning Flow, so you can trigger automation based on events in your call center. The possibilities are endless.
"Our teams live in Salesforce, so seeing the depth of the Talkdesk for Salesforce integration was impressive to us."
Already using Salesforce?
Download Talkdesk for Salesforce from the AppExchange to start improving the customer experience and driving revenue.
Talkdesk for Salesforce features.
Automate manual, repetitive tasks between Talkdesk and Salesforce to improve agent efficiency and productivity.
Trigger any Lightning Flow in Salesforce from any action in Talkdesk, such as updating a custom object in Salesforce when a VIP customer calls into Talkdesk.
Route calls to case, account, contact, and lead owners to get customers in touch with the right agent to address their needs.
Live and historical reporting
Use customizable historical reports and live dashboards to identify trends and optimize the customer experience.
Two-way data sync
Ensure data between Salesforce and Talkdesk is always consistent with continuous two-way data sync.
Scale your outbound communications by sending bulk SMS to customers from any list in Salesforce.