Agile CRM
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!
New Ticket

Triggers when a new ticket is added in Agile CRM.

Create Deal

Create a deal in the Agile CRM.

New Contact

Triggers when a new contact is add in AgileCRM.

Create Task

Create a Task for the Contact.

New Case

Triggers when a new case is added in Agile CRM.

Add Tag to Contact

Add Tag to a Contact in the Agile CRM.

New Tag to Contact

Triggers when a tag is added to contact in AgileCRM.

Add Note

Add a Note to the Contact.

New Deal

Triggers when a new Deal is added in AgileCRM.

Create Contact

Creates New Contact in the Agile CRM.

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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.

See ClickDesk Integrations