ClickDesk + Vtiger CRM

Add new ClickDesk chat as lead in Vtiger

You concentrate on gathering new prospects via ClickDesk chats and let the Zapier do the magic of creating a lead in Vtiger for every chat you had in ClickDesk.

When this happens...
New Chat
Triggers when new live chat is ended.
TriggerInstant
automatically do this!
Create or Update Lead
Creates or updates lead.
ActionWrite

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Supported triggers and actions

New Call
Triggers when new call is ended.
Trigger
Instant
Try It
New Ticket
Triggers when new ticket is arrived.
Trigger
Instant
Try It
Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new Invoice is created.
Trigger
Polling
Try It

New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
Try It
New Product
Triggers when a new Product is created.
Trigger
Polling
Try It

New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Polling
Try It
Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
Action
Write

New Chat
Triggers when new live chat is ended.
Trigger
Instant
Try It
Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Polling
Try It
New Case
Triggers when a new Case is created.
Trigger
Polling
Try It
New Event
Triggers when a new event is created.
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Polling
Try It
New Service
Triggers when a new Service is created.
Trigger
Polling
Try It
New Todo
Triggers when a new todo is created.
Trigger
Polling
Try It
Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
Action
Write

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.

Related categories

Customer Support

About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

Related categories

CRM (Customer Relationship Management)

ClickDesk + Vtiger CRM

Add new ClickDesk chat as lead in Vtiger

Supported triggers and actions

New Call

New Ticket

Lead Created or Updated

New Contact

New Invoice

New Opportunity

New Product

New Ticket

Opportunity Created or Updated

Create or Update Contact

Create or Update Lead

Create Organization

Create Service

Create Todo

New Chat

Contact Created or Updated

New Case

New Event

New Lead

New Organization

New Service

New Todo

Create Case

Create Event

Create or Update Opportunity

Create Product

Create Ticket

About ClickDesk

Related categories

About Vtiger CRM

Related categories

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