Talkdesk is browser-based call center software. Integrated with Pipedrive, it helps users by displaying customers’ contact history and information when a call is received via Talkdesk. Users can work with this information to personalize interactions and provide optimal service. They can also create and update notes, contacts and activities in Pipedrive from Talkdesk, so information is always up to date.

The integration automatically synchronizes contacts, activities and notes between Pipedrive and Talkdesk in real-time. This can be customized according to your businesses’ needs. Furthermore, Talkdesk’s automated workflows eliminate the need to enter data in two different systems manually. Simply configure specific Talkdesk events to trigger actions in Pipedrive automatically.

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