Crossbeam and Talkdesk integrations and automations

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Customize your Crossbeam and Talkdesk integration with the following triggers and actions.

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

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