Here you can manage all integrations between TalkChief and your favorite tools, helping you to achieve seamless flow, leading to improve team efficiency and productivity.
Currently, we support integrations with a number of CRMs; Zoho, Hubspot, Hubspot V3, Pipedrive, and Powerlink.
The upper part shows the installed integrations.
Installing a new integration
We designed our integrations to be as simple as possible, this is part of our philosophy that you don't need to be a tech savvy to be able to use TalkChief. You should be able to install any integration within five minutes!
All what you need to do is the following:
- Open the CRM you want to integrate with, in our example we will chose Powelink.
- Configure your integration: By adding the CRM token (this can be found under your CRM settings).
- Is Default : Turn this on if you want to get the Caller Name for inbound calls from your CRM.
- Create new leads: Turn this on if you want to create a new lead in your CRM in case the inbound caller record doesnt already exist.
- Install: Finally, just click the install button.
Editing an installed integration
If you want to change any of the installed integrations, you can chose any of the three options:
Then you can edit/ change , and finally press the "Save" button ion the top of the page:
For Hubspot V3 Integration - How to, click here.
Have any questions? You can always contact our Support Team at firstname.lastname@example.org.