Crossbeam and Talkdesk integrations and automations

Seamlessly connect Crossbeam and Talkdesk. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Talkdesk
  • New Contact is Created Real-time
    New Contact is Created in Talkdesk
  • Inbound Call reaches Contact Center Real-time
    An Inbound Call Reaches Contact Center
  • OutBound Call Ends Real-time
    OutBound Call Ends in Talkdesk

    • Any other trigger you can think up

Actions

Do this…

Crossbeam
  • Get partners
    Get your partners in Crossbeam
  • Get report data
    Get report data in Crossbeam from one of your reports
  • Get reports
    Get your reports in Crossbeam
  • Search partner records by record type and ID
    Searches all your partner record data in Crossbeam for overlaps with a given record type and ID (found from the Search Record actions)
  • Search record by domain
    Search your record data in Crossbeam with a matching domain
  • Search record by email
    Search your record data in Crossbeam for a record with a matching email
  • Search record by ID
    Searches your record data in Crossbeam with a matching ID

    • Any other action you can think up

Talkdesk
  • Custom action
    Custom action in Talkdesk Connector (Custom)
  • Create Callback
    Create Callback in Talkdesk
  • Create subscription
    Create subscription in Talkdesk
  • Create User
    Create a new user in Talkdesk
  • Download report
    Download report in Talkdesk
  • Get Contact by ID
    Get Contact by ID in Talkdesk
  • Get subscription
    Get subscription in Talkdesk
  • Get user by email
    Get User by email in Talkdesk
  • List queries
    List queries in Talkdesk
  • Update subscription
    Update subscription in Talkdesk

    • Any other action you can think up

One platform

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  • Speed
  • Innovation