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.
- When this happens...New Chat
Triggers when new live chat is ended.
- automatically do this!Add Note
Add a Note to the Contact.
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