How to import contacts and customers into Talkdesk


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How to import contacts and customers into Talkdesk

Video Transcript

Speakers in this video: Jimmy (GetApp) and Kaan (Talkdesk)

Kaan: And so, as an agent, basically, working out of GMail, out of whatever it might be for a consistent workflow, you have Talkdesk open side by side. And so what that actually looks like is that, when somebody calls in, again the idea is we know exactly who that person is, and can understand a little more context on why somebody might be calling in.

Jimmy: Okay, I have a question at this point. So all of these contacts, they would be customers, correct?

Kaan: Correct, yes.

Jimmy: How are all these contacts being imported into Talkdesk?

Kaan: Good question. So one of the things we can do with the databases that we have that are kind of the out of the box, so if you work with Salesforce, if you work with Microsoft Dynamics, if you work with Zendesk,, any of those types of systems, you connect those systems one time, and they shake hands, and all those contacts will flow into Talkdesk. It's a continuous sync going forward, and once that initial configuration is done, basically all that history and the rich data that you have on those contacts is brought in for you.

Jimmy: Awesome. So it's an integration and it's a simple connection.

Kaan: Correct. And so the integration's basically, what you'd mentioned, is basically that initial configuration where we sync the contact data, but additionally what we can do as well is actually pass over information on automations. So automatically logging calls to Salesforce, automatically creating tickets inside of Zendesk. And for a team that's picking up 50, 100, 200 calls a day, even more, thousands of calls, those are tasks that take time, and become substantial when they start to add up. So we start to automate that, make it smoother, cleaner, make sure that you have a consistent paper trail, so you have a consistent understanding of what's going on with your team.