ClickDesk
When this happens...
ClickDeskNew Chat
Then do this...
SalesforceCreate Contact

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

Why Zapier?

Free

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

Easy

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

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect ClickDesk + Salesforce 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 Lead

Create a new lead.

New Ticket

Triggers when new ticket is arrived.

Add a Lead to a Campaign

Add a lead to a campaign.

New Chat

Triggers when new live chat is ended.

Create Custom Object

Create a new custom object (of the type you choose).

New Lead

Triggers when a new lead is created.

Add a Contact to a Campaign

Add a contact to a campaign.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Create Contact

Create a new contact.

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.

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations