Connector Installation

Prerequisites

• Admin access to the Creatio instance to install the connector

• An active account on Creatio Marketplace (https://marketplace.creatio.com/)

How to Install the Connector

Installation Process

1. Sign in to the targeted Creatio instance (https://www.creatio.com/?lang=en). If you are a new user you can request access to the trial version here – https://www.creatio.com/trial/creatio 
   
   

2. Click on the ‘Gear’ icon (Fig.1) in the top right corner of the application window
   Fig. 1 Gear icon

   Open

   
   Open

   

    

3. Click on the 'Application hub' (Fig. 2) section. A new Tab will be opened
   Fig. 2 Application hub location

   . 

4. Click the ‘New application’ button (Fig. 3), and select the option ‘Marketplace Powered’ to open Creatio Marketplace (Fig. 4).

   Fig. 3 Adding the application from the Installed Applications section

    

   Fig. 4 Marketplace section
   
   

    

5. Enter the "TalkDesk" in the search field and click the magnifying glass icon (Fig. 5).

   Fig.5. Searching for TalkDesk connector

    

    

    

6. Click on the ‘TalkDesk Connector’ section (Fig. 6)
   Fig. 6 TalkDesk Connector

    

    

7. Sign in to Creatio Marketplace and click ‘Install’.

8. The installation page with the domain name will open. The domain name is predefined if you are signed into Creatio as an admin. Click the ‘Install’ button and you will be taken to the Application Installation page.

9. Click the ‘Install’ button 

10. Once you finish installation, the application will appear in the ‘Application hub’.

11. If after installation you do not see the Calls section in the navigation bar, please configure the workplace according to the following Creatio guide: Set up workplaces