ClickDesk Integration with Agile CRM

View all chat history and support tickets of contact
clickdesk widget for Agile CRM

Past Conversations

Check previous conversations of a contact with representatives of your organization directly from Agile CRM.

See Tickets

See all your customer support tickets of a contact directly from the app through Clickdesk Integration.

Setting up ClickDesk Widget

1. Locate Widget

Add widget by clicking on 'Add/ Manage' Widgets button in the contact detail page, or go to Preferences --> Widgets & look for the ClickDesk widget in the support section.

ClickDesk Setup, step-1
ClickDesk Setup, step-2

2. Add Widget

Find the widget in the Social Tab and click on +Add Widget to add the widget to the app.

3. Login and Authorize

Enter your ClickDesk Account Owner email & API Key. ClickDesk now pulls up the contact's chat history and tickets using the email address and displays it in the widget.

ClickDesk Setup, step-3

Check the ClickDesk CRM setup guide for more detailed instructions.

About Clickdesk

ClickDesk provides a bundle of live chat, voice chat and help desk solutions to small and medium businesses around the world. One of the fastest growing SaaS (Software as a Service) companies in India, it is currently helping over 100,000 businesses with their live chat and visitor engagement needs.

ClickDesk Integration

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