The LeadDesk application is a powerful tool in its own right, but can become even more so when you integrate its use with your other applications and resources.
Some of these integrations do involve development work, along with the associated costs, but some options are just a few clicks away. Make sure you are not missing out on options that get even more from your LeadDesk environment.
Here are a handful of suggestions to consider:
- Bring your leads from your CRM into LeadDesk to make sure agents are calling the right people.
- Display information from your client database in the agent's interface in an iframe.
- Send automated information about each call as it ends to our gamification platform.
- Export all of your data to your data warehouse to make reports across your applications.
Integration methods
LeadDesk allows integration in multiple ways. These include:
- Customising the agents' interface with the inclusion of other webpages in iframes, or contacting additional services via webhooks.
- Replica database for data access and for reporting needs
- Log access for log analysis needs (coming in 2024)
- Integrations built with API.
- Integration with frontend via JavaScript API.
Additionally, several services integrate natively with LeadDesk. Hundreds of integrations have been made so LeadDesk integration has been truly tried and tested.
Replica database
Available as an additional service from LeadDesk, the Replica database is a read-only database of all of your client data. This can be accessed, for example, to generate reports by connecting your own reporting engine to it.
LeadDesk API
LeadDesk has two APIs available:
- REST API - The newer API, lists available API commands in REST format.
- Original API - The predecessor to REST API, still usable for detailed API queries.
Your individual API keys can be found in your LeadDesk admin account. Go to the General Settings page and the API subpage to see and manage them. Check Further reading, below, for links to the API documentation
Further reading
- To learn more about using webhooks, iframes and mini reports, see the articles in the Integrations section of the support articles.
- The LeadDesk developer site provides examples of how to use APIs. https://leaddesk.com/docs/
- You can find the full documentation for the Original API at: https://leaddesk.com/docs/api-modules-v1/
- You can find the full documentation for the REST API at: https://leaddesk.com/docs/leaddesk-api/