Capture new leads and turn prospects into customers without any hassle, keeping your CRM updated automatically.
Get more done with Tidio and Agile CRM Integration
Turn customer conversations into Agile CRM contacts, right when interest is highest.
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Overview
Capture leads while conversations are still warm. The Agile CRM integration lets you save visitor details from Tidio directly into your CRM during a conversation. Create contacts manually when an interaction shows sales potential, keep customer context intact, and follow up faster, without disrupting the human flow of support.
Key features
- Save new contacts to Agile CRM directly from a Tidio conversation
- Export visitor details like name, email address, and phone number
- Create leads manually at the right moment in the interaction
- Keep sales and support aligned with shared customer context
- Avoid duplicate work by moving data from conversations to CRM in one click
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Frequently Asked Questions
Common questions about Integration with Agile CRM
How are contacts created in Agile CRM?
Contacts are created directly from customer conversations in Tidio. When an interaction shows sales potential, your team can save the customer details to Agile CRM and continue follow-ups with full context.
Who is this integration best for?
Teams that want to keep conversations human while capturing sales opportunities, without auto-syncing every chat into their CRM.
What data is saved in Agile CRM?
When you save a contact, Agile CRM receives the visitor’s available details, such as name, email address, and phone number.