ClickDesk integration with Agile CRM
How to Create new Agile CRM contacts from new ClickDesk chats
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new Agile CRM contacts from new ClickDesk chats" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ClickDesk integrations
ClickDesk actions
Nekton can use any feature that is available in ClickDesk API.
Using our advanced AI, you can easily create custom automations for ClickDesk.
Here are some typical actions you can do in your automated workflows.
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.
About 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.