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Save new ClickDesk chats as notes on Agile CRM

  1. When this happensStep 1: New Chat

  2. Then do thisStep 2: Add Note

Keep your CRM up to date with useful info using this Zapier automation. When a new chat comes through on ClickDesk, the details will be added as a note on Agile CRM. Stay on top of your leads' activities to better inform your conversion strategy.

How It Works

  1. A chat is opened on ClickDesk
  2. Zapier adds the details as a note on Agile CRM

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.

All Triggers & Actions

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

New Case

Triggers when a new case is added in Agile CRM.

New Deal

Triggers when a new Deal is added in AgileCRM.

New Ticket

Triggers when a new ticket is added in Agile CRM.

New Tag to Contact

Triggers when a tag is added to contact in AgileCRM.

InstantChanging Any Deal Milestone

Changing any milestone in Agile CRM should be triggered.

New Contact

Triggers when a new contact is add in AgileCRM.

New Event

Triggers when a new event is created in Agile CRM.

New Task

Triggers when a new task is added in the Agile CRM.

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