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Create new Agile CRM contacts from new ClickDesk chats

  1. When this happensStep 1: New Chat

  2. Then do thisStep 2: Create Contact

After you pull in prospective customers via ClickDesk, instead of copying and pasting their information into your customer relationship management tool, use this Zapier integration to connect ClickDesk with Agile CRM. Then when a new ClickDesk chat occurs, a contact is automatically added to Agile CRM.

How It Works

  1. Zapier keeps an eye on your ClickDesk account for new chats
  2. When a new chat occurs, Zapier adds a contact to your Agile CRM account

What You Need

  • ClickDesk account
  • Agile CRM account
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Connect Agile CRM + ClickDesk in Minutes

It's easy to connect Agile CRM + ClickDesk and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

New Case

Triggers when a new case is added in Agile CRM.

New Deal

Triggers when a new Deal is added in AgileCRM.

New Ticket

Triggers when a new ticket is added in Agile CRM.

New Tag to Contact

Triggers when a tag is added to contact in AgileCRM.

InstantChanging Any Deal Milestone

Changing any milestone in Agile CRM should be triggered.

New Contact

Triggers when a new contact is add in AgileCRM.

New Event

Triggers when a new event is created in Agile CRM.

New Task

Triggers when a new task is added in the Agile CRM.

InstantNew Call

Triggers when new call is ended.

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