See how to integrate Tidio with an Agile CRM system to create new contact straight from the Tidio panel.
In this article, you'll learn:
- How to integrate Agile CRM with Tidio
- How the integration with Agile CRM works
To integrate Tidio Chat with Agile CRM, go to Settings > General > Integrations and click on the Agile CRM tile.
The app is now added to your account. To fully integrate Tidio with Agile CRM, you need your subdomain address and a personal access token (API Key).
- Subdomain - This is your Agile CRM's domain address
- APIKey - To get your personal access token (API Key), log in to Agile CRM, go to Admin settings and API section as shown here:
Fill in your Agile CRM subdomain and the API Key into the app's settings in the Tidio panel, then click Add.
How integration works
Tidio integration with Agile CRM allows you to get all the details gathered during chat and export them to the CRM as a sales lead.
It will appear as a new contact and include all the details from the Info tab of an active chat window, such as the visitor's name, email address, or phone number.
You can trigger that by choosing Save in Agile from the list of actions available during a chat in the three-dots menu (in the upper-right corner).