Agile CRM + ClickDesk
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.
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.
- When this happens...New Call
Triggers when new call is ended.
- automatically do this!Add Note
Add a Note to the Contact.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Related categories
Similar apps
HubSpot
Marketing Automation
Keap Max Classic
Marketing Automation
Inbound Now
Marketing Automation, WordPressAbout 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.