What CRM Integrations Do
TalkChief CRM integrations deliver four core capabilities across all supported platforms:- Click-to-call — Dial any contact directly from their CRM record. Click a phone number in a deal, contact, or ticket and TalkChief places the call immediately, with no need to type the number manually.
- Automatic call logging — Every call is written to the contact or deal record in your CRM as soon as it ends. Duration, timestamp, direction (inbound or outbound), and the TalkChief user who handled the call are recorded automatically.
- Contact screen pop — When a known number calls in, TalkChief identifies the caller and opens the matching CRM record in your browser before you even answer. Your team greets every caller by name with full context already on screen.
- Call outcome sync — At the end of a call, log the result — connected, left voicemail, follow-up needed, and other outcomes — directly from the TalkChief interface. That outcome is synced back to the CRM record so your pipeline data stays accurate.
Supported CRMs
HubSpot
Calls handled through TalkChief are logged as activities on the HubSpot contact or deal timeline. When a contact calls in, the HubSpot record opens automatically so your team has full context before the conversation begins. Outbound calls can be initiated with a single click from any HubSpot contact or deal view.Pipedrive
TalkChief connects directly to Pipedrive deals and contact records. Click any phone number in Pipedrive to place a call through TalkChief, and the completed call is logged automatically to the Pipedrive activity feed, including duration and call notes if you add them.Zoho CRM & Desk
TalkChief offers a deep integration across both Zoho CRM and Zoho Desk, including service desk ticket workflows. Inbound calls trigger an automatic contact or ticket pop, and outbound calls can be launched from CRM records or open Desk tickets. For a full overview of everything available in the Zoho integration, visit TalkChief for Zoho.monday.com
Connect your TalkChief call activity to monday.com boards and items. Call events are attached to the relevant board items so your team’s work tracking stays in sync with what is actually happening on the phone.Shopify
The Shopify integration links your TalkChief call history to customer order data. When a customer calls, their order and purchase history surfaces alongside the call so your support or sales team can resolve queries faster without switching tools.Vtiger
TalkChief integrates with Vtiger CRM to bring click-to-call, automatic call logging, and contact screen pop into the Vtiger workflow. Calls are recorded against the correct Vtiger contact or lead record as soon as they complete.Connecting a CRM
The steps below apply to all supported CRMs. The exact screens and labels may differ slightly between platforms.1
Open Integrations in TalkChief
Log in to TalkChief and navigate to Settings > Integrations. You will see the full list of available integrations.
2
Select Your CRM and Connect
Find your CRM in the list and click Connect. This opens the authorisation flow for that platform.
3
Authorise TalkChief
Follow the on-screen prompts to grant TalkChief permission to access your CRM account. You may need to log in to your CRM and approve the connection in a pop-up window.
4
Map Users
Match each TalkChief user to their corresponding CRM user. This ensures calls are logged under the right agent’s name in your CRM.
5
Test the Integration
Make a test call using TalkChief and then check the contact record in your CRM. Confirm the call has been logged with the correct details before rolling the integration out to your team.
Exact capabilities — such as which call fields are synced, whether screen pop is available, and which call outcomes can be logged — vary by CRM platform and your TalkChief plan. Refer to the CRM-specific section above or contact TalkChief support if a specific capability is not behaving as expected.