Nimble + Talkdesk

Talkdesk is the world's leading browser-based call center software. With one click, it integrates with Nimble to provide comprehensive information about the caller, automate tasks and streamline the sales process.

Benefits of the Talkdesk and Nimble Integration:

• Customer data (tickets, tasks, emails, notes, chats, social media and phone interactions) will automatically be displayed in one interface as they call.
• Two-way synchronization allows agents to update information in Nimble and Talkdesk will automatically update as well (and vice versa).
• Create and update tasks, notes and contacts in Nimble, directly from the Talkdesk interface.
• Automate tasks, follow-up schedules, and more to make your team more efficient.
• Automatically populate calls, recordings and voicemails into contact profiles in Nimble.
• Nimble contacts and data will automatically upload into Talkdesk once the integration is activated.
• Setup is quick and using both tools is completely intuitive — no learning curve.

To activate the Talkdesk and Nimble Integration:

1. Log in to your Talkdesk account and click on the “Admin” tab at the top.
2. Click on the “Integrations” tab and then “Connect” under the Nimble box.
3. Enter your Nimble account name and login information.
4. Click the appropriate boxes to customize the configuration and click “Save.” Once you do, all of your contacts will automatically synchronize and you will be up and running immediately.

Talkdesk and Nimble continuously synchronize contacts, notes and tasks between both systems so your team will always have the most up-to-date information about the caller.