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Agile CRM + ClickDesk

Save new ClickDesk chats as notes on Agile CRM

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.

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.

  1. When this happens...
    ClickDeskClickDesk
    New Chat

    Triggers when new live chat is ended.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Add Note

    Add a Note to the Contact.

    ActionWrite
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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.
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Related categories

  • CRM (Customer Relationship Management)

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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