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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.

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