OnePageCRM

Integration

Developed by Talkdesk

Updated 03/04/2021

Integrate your call center and CRM applications for more effective agents and satisfied customers

OnePageCRM is the #1 action-focused sales CRM for small and medium-sized businesses. The integration to Talkdesk enables OnePageCRM users to deliver more personalized and productive customer interactions by displaying relevant customer information when a call is connected, eliminating the need for agents to search multiple screens to find key insights. It’s all on one screen. Automated workflows and two-way synchronization ensure maximum agent efficiency. And integration is a snap, with no programming needed!

Key features

Synchronize Contact Profiles

Automatically synchronize information from OnePageCRM profiles with Talkdesk in real-time. Agents always have the most up-to-date information on one screen.

Tailored Customer Journeys

Advance each of your contacts on their own customer journeys using holistic data from Talkdesk and OnePageCRM.

A Single Pane of Glass

Get a detailed view of all related details on one page - from contact info and associated deals, to every logged call and corresponding OnePageCRM Next Action.

Quick and Easy Setup

Effortlessly configure the Talkdesk OnePageCRM Integration. All you need is your OnePageCRM account information and you can synchronize data and instantly increase your team’s efficiency.

Additional information

Categories

Crm Sales & Marketing