Connect Live Chat App ClickDesk to Your CRM, Email Marketing Software and Helpdesk with Zapier

Danny Schreiber
Danny Schreiber / January 28, 2015

ClickDesk helps companies better connect with their customers by offering an easy to install chat and call widget on their site. Now when those companies complete a chat, they can use Zapier to trigger hundreds of actions in the other apps they use, such as adding a new customer to their CRM and email marketing software.

With ClickDesk and Zapier, you're also now able to start pulling in new chat logs as notes to your CRM, like Salesforce, Highrise or Agile CRM, or open tickets in your help desk, such as Zendesk or Desk.com. When you do so, you'll not only be able to send over the customer's name and email but a transcript of their chat with your team, as well.

Here are some of the new possibilities of life chat automation. For more, see the ClickDesk Zapbook page.

To Get Started with LeadOutcome on Zapier

  1. Sign in to your ClickDesk account—make sure you have a Zapier account, too
  2. Connect your ClickDesk account to Zapier
  3. Check out a few of the pre-made ClickDesk Zaps or…
  4. Start creating your own!