Integrations

Dispatching calls to Pipedrive contact owners

Thanks to Nectar Desk & Pipedrive integration, all your calls and text messages are logged under the required deal and contact in Pipedrive as an activity or a note. It’s a highly efficient and convenient way to keep all the … Continued

Manage your personal CRM inside of Nectar Desk

In this article, you will get to know how to increase the productivity of your company with the help of our CRM. Customer relationship management (CRM) allows you to manage customer relationships through marketing. Nectar Desk CRM is designed to reduce … Continued

Setting up Zoho in Nectar Desk

If you are using Zoho CRM, we have good news for you – now all your calls and SMS will be logged into Zoho in a few seconds. With the log call feature of this integration active, when you make a call … Continued

Obtaining your API Key From Active Campaign

From the drop-down menu in the top right of the screen (1), select the menu item My Settings (2). Next, on the left of the screen click on Developer (3) which will display the developer settings screen. Here you will … Continued

Getting Teamwork Desk Credentials

To obtain an API key for use in Nectar Desk: log into your Teamwork Desk site and click your avatar on the bottom left of the app. Choose My Profile On the left, you will see a navigation option for … Continued

Setting up Teamwork Desk in Nectar Desk

Integration between Nectar Desk and Teamwork will add the feature to automatically send tickets to your Teamwork Desk inbox whenever a voicemail is left in Nectar Desk. Before starting the process of setting up the integration between Teamwork Desk and … Continued

Automatically Create a Teamwork Desk Ticket

If you want to create a new ticket in Teamwork Desk when there is a new voicemail in Nectar Desk you have to enable the option in the integration setting and have a Receiving Inbox selected. To change Teamwork Desk Settings: … Continued

Setting up Active Campaign in Nectar Desk

To learn how to integrate Active Campaign with Nectar Desk, watch the video or follow the instructions below: Integrating Active Campaign and Nectar Desk will add features for Users and Supervisors to add customers to Active Campaign lists, create deals, add … Continued

Active Campaign: Create Contact

To learn how to create contacts in Active Campaign directly from the Nectar Desk dial pad, watch this video or follow the instructions below: Enabling the “Add Contacts button which creates contacts into Active Campaign from Nectar Desk Dial Pad” … Continued

Active Campaign: Add Note

To learn how to add notes to contacts in Active Campaign directly from the Nectar Desk dial pad, watch this video or follow the instructions below: Enabling the “Add Notes button which creates notes into Active Campaign from Nectar Desk … Continued

Active Campaign: Create Deal

To learn how to create deals in Active Campaign directly from the Nectar Desk dial pad, watch this video: Enabling “Add Deals button which creates deals into Active Campaign from Nectar Desk Dial Pad” in the settings for Active … Continued

Active Campaign: Caller Information

Enabling “Display caller’s information on Nectar Desk Dial Pad on incoming calls” in the settings for Active Campaign will display customer details from Active Campaign in the Dial Pad window.

Active Campaign: Log Every Call

To learn how to log calls in Active Campaign using the Nectar Desk integration, watch this video: Enabling “Automatically log every call associated with Active Campaign” in the settings for Active Campaign will automatically log every call (that has … Continued

Active Campaign: Import Lists

Contact lists can be imported from Active campaign to Nectar Desk from the Active Campaign modify screen. To learn how to import lists from Active Campaign into Nectar Desk, watch this video or follow the instructions below: From the screen … Continued

Teamwork Desk: Create a Ticket

To enable the create ticket feature press on the toggleable switch option adjacent to “Add Create Ticket button on Dial Pad to add the ability to add tickets in Teamwork Desk” and save changes. Enabling this feature will add a Create … Continued

Setting up Pipedrive in Nectar Desk

Integrating Pipedrive and Nectar Desk will add features for users and supervisors to log every call associated with Pipedrive and add a “Log Last Call” button in Nectar Desk which logs your calls into Pipedrive. With the log call feature of this integration active, when you … Continued

Nectar Desk API

Our system offers its own RESTful API that allows for integration with external platforms. The REST APIs provides access to resources (data entities) via URL paths. To use a REST API, your application will make an HTTP request and parse … Continued

Creating a Zendesk Ticket from the Dialpad

Integration with Zendesk allows you to create automated tickets based on certain events that occur in Nectar Desk like missed calls, voicemails, completed inbound and outbound phone calls. You have the ability to create a ticket from the dial pad function. … Continued

API Format & Base URL

The default response format is JSON, but nonetheless, the API also supports HTML, XML AND CSV. Your methods will be the standard HTTP methods like GET, POST and DELETE. Because the REST API is based on open standards, you can … Continued

Authentication

The REST API is authenticated using an API key, you can find your unique secure api key under the “API Page” in the Settings menu in your Our system Account. Authentication: <> Example: “X-API-KEY” : “skge2EREa9a345@ee!a85”

Direct Integrations

The administrator will have the ability to add the built integrations offered through Nectar Desk. We currently offer direct integration with Zendesk, Shopify, Pipedrive, Teamwork Desk, Insightly, Vonigo, Salesforce, ZingTree and Active Campaign. Nectar Desk also has integration with Zapier. … Continued

Zendesk Integration

Nectar Desk offers a direct integration with Zendesk for data transfer and ticket creation. By hovering over the Zendesk icon under the integrations page, a modify icon will pop out that will direct to the setup page. To setup the … Continued

Zapier Integration

Zapier is a platform that allows for integration with hundreds of app at once including, Salesforce, Shopify, Active Campaign and much much more. Zapier acts as a middleman, allowing for integration with multiple platforms without the need for a direct … Continued

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