Loading

Agile CRM + ClickDesk

Create new Agile CRM contacts from new ClickDesk chats

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.

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.

  1. When this happens...
    ClickDeskClickDesk
    New Chat

    Triggers when new live chat is ended.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Create Contact

    Creates New Contact in the Agile CRM.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • ClickDesk triggers, actions, and search

    New Call

    Triggers when new call is ended.

    Trigger
    Instant
    Try It
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
agile-crm logo
agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

HubSpot integrationsHubSpot integrations

HubSpot

Marketing Automation
Keap Max Classic integrationsKeap Max Classic integrations

Keap Max Classic

Marketing Automation
Inbound Now integrationsInbound Now integrations

Inbound Now

Marketing Automation, WordPress
clickdesk logo
clickdesk logo

About ClickDesk

ClickDesk is a combo of Live Chat, Voice and Video Chat and Helpdesk Software For Online Businesses. It is currently helping over 150,000 online businesses to better engage their web visitors.

Related categories