ClickDesk Integrations

  • Share new ClickDesk chats on Slack

    Instantly notify your team of new chats on ClickDesk without relying on copy and paste! When a new chat is created in ClickDesk, the details will be instantly sent over Slack as a message, so your team will know what's been discussed and can quickly followup.

    How It Works

    1. A new chat is opened on ClickDesk
    2. Zapier sends the details as a message over Slack

    What You Need

    • ClickDesk account
    • Slack account
  • Add Salesforce Leads from new ClickDesk chats

    Capture leads as soon as they touch base with you, and maximize your conversion results. This Zapier automation will create a lead on Salesforce for every new ClickDesk chat that comes through. Turn a casual chat into an engaging relationship!

    How It Works

    1. A new chat is opened on ClickDesk
    2. Zapier creates a new lead on Salesforce

    What You Need

    • ClickDesk account
    • Salesforce account
  • Create new Agile CRM contacts from new ClickDesk chats

    After you pull in prospective customers via ClickDesk, instead of copying and pasting their information into your customer relationship management tool, use this Zapier integration to connect ClickDesk with Agile CRM. Then when a new ClickDesk chat occurs, a contact is automatically added to Agile CRM.

    How It Works

    1. Zapier keeps an eye on your ClickDesk account for new chats
    2. When a new chat occurs, Zapier adds a contact to your Agile CRM account

    What You Need

    • ClickDesk account
    • Agile CRM account
  • 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.

    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
  • Add Ontraport contacts from new ClickDesk chats

    Want to make sure you can follow up with every customer that reaches out through ClickDesk? This ClickDesk Ontraport integration will track them all for you, using the data from each new chat on ClickDesk to create a new contact on Ontraport automatically every time.

    How It Works

    1. A new chat happens on ClickDesk
    2. Zapier automation adds a new Ontraport contact

    What You Need

    • ClickDesk account
    • Ontraport account
  • Create new Zoho CRM leads from new ClickDesk chats

    After you pull in prospective customers via ClickDesk, instead of copying and pasting their information into your customer relationship management tool, use this Zapier integration to connect ClickDesk with Zoho CRM. Then when a new ClickDesk chat occurs, a contact is automatically added to Zoho CRM.

    How It Works

    1. Zapier keeps an eye on your ClickDesk account for new chats
    2. When a new chat occurs, Zapier adds a contact to your Zoho CRM account

    What You Need

    • ClickDesk account
    • Zoho CRM account
  • Create new Salesforce contacts from new ClickDesk chats

    After you pull in prospective customers via ClickDesk, instead of copying and pasting their information into your customer relationship management tool, use this Zapier integration to connect ClickDesk with Salesforce. Then when a new ClickDesk chat occurs, a contact is automatically added to Salesforce.

    How It Works

    1. Zapier keeps an eye on your ClickDesk account for new chats
    2. When a new chat occurs, Zapier adds a contact to your Salesforce account

    What You Need

    • ClickDesk account
    • Salesforce account
  • Create or update contacts in Highrise from new ClickDesk chats

    After you pull in prospective customers via ClickDesk, instead of copying and pasting their information into your customer relationship management tool, use this Zapier integration to connect ClickDesk with Highrise. Then when a new ClickDesk chat occurs, a contact is automatically added to Highrise.

    How It Works

    1. Zapier keeps an eye on your ClickDesk account for new chats
    2. When a new chat occurs, Zapier adds a contact to your Highrise account

    What You Need

    • ClickDesk account
    • Highrise account
  • 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
  • Create new Freshdesk tickets from new ClickDesk chats

    What's said in a ClickDesk chat could be a customer issue that needs a follow up in the coming days. To ensure you don't miss anything, use this Zapier integration to automatically create new Freshdesk tickets after a ClickDesk chat.

    How It Works

    1. Zapier keeps an eye on your ClickDesk account for new chats
    2. When a new chat occurs, Zapier creates a ticket in Freshdesk from the chat details, including user's email and chat transcript

    What You Need

    • ClickDesk account
    • Freshdesk account
  • Add new ClickDesk chat as lead in Vtiger

    You concentrate on gathering new prospects via ClickDesk chats and let the Zapier do the magic of creating a lead in Vtiger for every chat you had in ClickDesk.

    How It Works

    1. Zapier keeps an eye on your ClickDesk account for new chats
    2. When a new chat occurs, Zapier adds a lead in your Vtiger account.

    What You Need

    • A ClickDesk account
    • A Vtiger account
  • Add new ClickDesk tickets as Redmine issues

    Speed up your project management and bug fixing efforts using this Zapier automation. When a new ClickDesk ticket comes through, a relevant issue will created in Redmine. Instantaneously manage issues across multiple tools!

    How It Works

    1. A new ticket is created in ClickDesk
    2. Zapier creates an issue in Redmine

    What You Need

    • ClickDesk account
    • Redmine account
  • Send new ClickDesk tickets as Gmail messages

    Need to forward on communications from ClickDesk? Easily forward new tickets without struggling with any inbox settings. This Zapier automation will send an email from Gmail to specified recipients whenever a new ClickDesk ticket is created, so you can followup right from your email inbox.

    How It Works

    1. A new ticket is created on ClickDesk
    2. Zapier sends the details as an email with Gmail

    What You Need

    • ClickDesk account
    • Gmail account
  • Subscribe new ClickDesk contacts to ActiveCampaign

    Capture leads on the fly, and include them in your email marketing efforts. When a new chat comes through on ClickDesk, the relevant contact details will be used to add a subscriber on ActiveCampaign. Don't let potential leads fall through the cracks—use this integration to followup with email marketing automatically.

    How It Works

    1. A chat is created on ClickDesk
    2. Zapier adds a subscriber on ActiveCampaign

    What You Need

    • ClickDesk account
    • ActiveCampaign account
  • Add new ClickDesk tickets as notes on Agile CRM

    Keep your CRM up to date using this Zapier automation. When a new ticket 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 ticket is created on ClickDesk
    2. Zapier adds the details as a note on Agile CRM

    What You Need

    • ClickDesk account
    • Agile CRM account
  • Log ClickDesk tickets to a Smartsheet spreadsheet

    Keep tabs on all your lead nurturing communications with this Zapier automation. When a new ticket comes through on ClickDesk, the details will be added as a row on Smartsheet. Utilise your ticket history record to better inform your conversion strategy on the fly!

    How It Works

    1. A new ticket is created on ClickDesk
    2. Zapier adds the details as a row on Smartsheet

    What You Need

    • ClickDesk account
    • Smartsheet account
  • Send new ClickDesk tickets as messages on Slack

    Notify your team whenever a new ticket comes through on ClickDesk. This Zapier automation will send newly created ClickDesk ticket details as a message over Slack. Easily impress your leads with fast turn around times!

    How It Works

    1. A ticket is created on ClickDesk
    2. Zapier sends the details as a Slack message

    What You Need

    • ClickDesk account
    • Slack account
  • Add ClickDesk chat visitors to a MailChimp list

    After you pull in prospective customers via ClickDesk, follow up with them using your email marketing software. Use Zapier integration then to automatically add the individuals you've chatted with in ClickDesk to your email marketing tool.

    How It Works

    1. Zapier keeps an eye on your ClickDesk account for new chats
    2. When a new chat occurs, Zapier adds a subscriber to the MailChimp list of your choice

    What You Need

    • ClickDesk account
    • MailChimp account
  • Send surveys via SurveyMethods for new ClickDesk chats

    After you engage visitors in a live chat, following up with them is one of the most effective ways to engage and convert your website visitors. Use this Zapier integration to automatically send surveys via SurveyMethods after a ClickDesk chat, allowing you to gather detailed feedback from your visitors after each chat.

    How the ClickDesk-SurveyMethods Integration Works

    1. A new live chat is ended in ClickDesk
    2. Zapier automatically sends a survey via SurveyMethods

    Apps You Need

    • ClickDesk
    • SurveyMethods
  • Create Cayzu tickets from new ClickDesk chats

    What's said in a ClickDesk chat could be a customer issue that needs a follow up in the coming days. To ensure you don't miss anything, activate this Zapier integration to automatically create new Cayzu tickets after each new ClickDesk chat.

    How It Works

    1. Zapier keeps an eye on your ClickDesk account for new chats
    2. When a new chat occurs, Zapier creates a ticket in Cayzu from the chat details, including user's email and chat transcript

    What You Need

    • ClickDesk
    • Cayzu
  • Add ClickDesk chat visitors to an AWeber list

    Follow-up your chat conversation with an awesome email campaign. Use this automation to immediately transfer contact information to your AWeber account. This Zapier integration will create a new AWeber subscriber whenever a new chat is created in ClickDesk.

    How it works

    1. A new chat is created in ClickDesk.
    2. Zapier creates a new AWeber subscriber based on the information provided.

    What you need

    • ClickDesk account
    • AWeber account

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ClickDesk Integration Details

Launched on Zapier January 6, 2015

Zapier combines Triggers (like "New Call") and Actions (like "Create Campaign") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following ClickDesk Triggers, Searches, and Actions are supported by Zapier:

New Call

Triggers when new call is ended.

New Ticket

Triggers when new ticket is arrived.

New Chat

Triggers when new live chat is ended.

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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.