When this happens...
ClickDeskNew Chat
Then do this...
Agile CRMAdd 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

Why Zapier?


Get started for free—14 day trial of premium features and apps.


No coding required—automate any of 1,000+ apps in minutes.


Enterprise-level security—connect mission-critical apps.

It's easy to connect ClickDesk + Agile CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Call

Triggers when new call is ended.

Create Deal

Create a deal in the Agile CRM.

New Ticket

Triggers when new ticket is arrived.

Create Task

Create a Task for the Contact.

New Chat

Triggers when new live chat is ended.

Add Tag to Contact

Add Tag to a Contact in the Agile CRM.

New Ticket

Triggers when a new ticket is added in Agile CRM.

Add Note

Add a Note to the Contact.

New Contact

Triggers when a new contact is add in AgileCRM.

Create Contact

Creates New Contact in the Agile CRM.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,400+ others.

Become a Zapier Integration Partner

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.

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

See Agile CRM Integrations