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TalkDesk Integration
TalkDesk Integration
Updated over 4 months ago

In your Talkdesk account, go to (1) Build, (2) oAuth Clients(*). Click new oAuth Client.

(*) Being able to create an OAuth client will depend more on the Plan (License) customer has with TalkDesk.
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Name the client "SalesLens" (3), specify the integration type: "Client Credentials" (4), and also add (5) the following data scopes: data-reports:read, data-reports:write, recordings:read (6), and then press Create (7) to save new oAuth Client.

Copy Client ID (1) and Client Secret (2) of the created oAuth Client, and paste these values along with your company ID (the first part of your URL link in Talkdesk) into the TalkDesk application in your SalesLens admin account

By default, agent calls in TalkDesk will be matched by their email to users in your SalesLens account. Every 15 minutes calls from TalkDesk will be checked and added to Saleslens (after setting up the integration, wait for about 15 minutes to see the results)

Additionally, you can configure another type of user mapping - by their user ID from TalksDesk. For each sales agent, copy the "agent_id" from TalkDesk to the SalesLens agent settings "EMPLOYEE'S EXTERNAL ID USED IN API REQUESTS". This is how SalesLens will determine which user the call belongs to.
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The agent ID can be seen in each user's edit link in the Talkdesk cabinet.
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