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INTEGRATIONS | SALESFORCE

Talkdesk-Salesforce integration for our cloud contact center.

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Talkdesk Integrations Salesforce

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.

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Quick Setup Salesforce

Quick setup in Salesforce.

Deploy Talkdesk for Salesforce, add Talkdesk licenses, and assign user permissions—all without ever leaving Salesforce and in complete sync with Talkdesk.

Our streamlined configuration gives you complete control over your call center settings, so you can decide how calls are routed and logged according to your specific needs.

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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.

Powerful Omnichannel solution.

Let customers reach you using the channel they prefer. With Talkdesk, you can provide both phone and SMS support directly within Salesforce.

Easily manage work items across multiple channels by leveraging an extensive integration with Salesforce Omni-Channel.

Intelligent routing configuration.

Leverage your Salesforce customer data to route your customers to the best agents or reps based on cases, leads, accounts, or contact records. Empower your Teams to have more informed, personalized conversations that deliver results.

Comprehensive real-time and historical reporting.

Keep track of what’s happening at each moment in your contact center. Real-time dashboards and detailed breakdowns of call center metrics give you information at-a glance, directly embedded in Salesforce.

Gain a deeper understanding of your team’s performance and trends using Talkdesk’s pre-built historical reports, or customize and create your own unique views.

Already using Salesforce?

Download Talkdesk for Salesforce from the AppExchange to start improving the customer experience and driving revenue.

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Talkdesk for Salesforce features.

Time-saving automation

Automate manual, repetitive tasks between Talkdesk and Salesforce to improve agent efficiency and productivity.

Smart automation

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.

Intelligent routing

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.

Smart SMS

Scale your outbound communications by sending bulk SMS to customers from any list in Salesforce.

Screen pops

Give agents all the relevant customer information from Salesforce directly in the agent interface as soon as the call comes in.

Customers love Talkdesk.

Rated 8 out of 10 based on 658 reviews and ratings onTrustRadius logo

1 star2 star3 star4 star5 star

Talkdesk has really helped with making work simpler and easier to complete, not only am I happy with how it assists me with getting my work completed in an orderly form but I am able to provide fast and sufficient service to my customers which will result in a better work avenue.

Siphelele Nxumalo

1 star2 star3 star4 star5 star

It is easy to use, it works as a great source of communication between agents and customers. It has features that are straight to the point and are easily remembered.

Andile Nxumalo

1 star2 star3 star4 star5 star

In my organization, we used Talkdesk as an auto-dialer and reporting system. It's used to make and take customer calls and to report productivity and quality management. It allows easy access to quick live and historical data, allowing us to monitor and track organizational performance.

Sakhephi Sokhela

1 star2 star3 star4 star5 star

I can schedule callbacks and rep up a call by adding a summary of what I and the customer spoke about. It is one of the best communication and telephonic tools for a workplace. As an employee, I can also check my progress when being coached about my work performance. The Talkdesk also records calls.

Nokwazi Mavundla

1 star2 star3 star4 star5 star

Talkdesk is helpful because we use it to receive calls in our BPO. Not only do we track live ques and statuses from agents, but we also receive feedback from our assessors through the talk desk as well as coaching, and it also stores customer contact data; I can track all my calls, and It records all the calls so we can come back to review them. You can also listen live and track your daily productivity.

Nontobeko Mkhize

1 star2 star3 star4 star5 star

Talkdesk is very useful in many ways. It helps improve our selling points, rectify mistakes, you know where you lack and can see your markings and ratings, give surveys to upskill us, and make sure our job is done correctly

Nokuzola Vilakazi

1 star2 star3 star4 star5 star

Talkdesk is efficient and provides value in live reporting whilst storing historic data which can be used to plan effectively and analyse data where needed

Keith Rambharose

1 star2 star3 star4 star5 star

Talkdesk has been phenomenal in terms of efficiency, reliability, and making sure to update any slagging that we might face with the platform.

Sam Radebe

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