Add an Agile CRM contact note from a new ClickDesk chat

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
Add an Agile CRM contact note from a new ClickDesk chat
ClickDesk integration logo

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.

Agile CRM integration logo

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

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