When this happens...
ClickDeskNew Call
Then do this...
Agile CRMAdd Note

What's said in a ClickDesk chat could impact your future dealings with a customer. To ensure you keep records straight, use this Zapier integration to automatically add details from a chat—including the transcript—as a note attached to the customer's Agile CRM profile.

How It Works

  1. Zapier keeps an eye on your ClickDesk account for new chats
  2. When a new chat occurs, Zapier sends the chat details to the contact's profile in Agile CRM, creating a note on the profile

What You Need

  • ClickDesk account
  • Agile CRM account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
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Add Tag to Contact

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Triggers when a tag is added to contact in AgileCRM.

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Add a Note to the Contact.

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Become a Zapier Integration Partner

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

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.