7min

Integrations

Here you can manage all integrations between TalkChief and your favorite tools, helping you to achieve seamless flow, leading to improve your team effeciency and productivity.

Currently we support integrations with a number of CRM's; Zoho, Hubspot, Pipedrive and Powerlink.

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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.
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  • 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:

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Then you can edit/ change , and finally press the "Save" button ion the top of the page:

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Have any questions? You can always contact our Support Team at support@talkchief.io.

TalkChief Team







Updated 11 Jun 2022
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