Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and Agile CRM Integration
Turn customer conversations into Agile CRM contacts, right when interest is highest.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Use cases
What you can do with Tidio and Agile CRM
Save a lead while the chat is still warm
When a conversation shows sales potential, create the contact in Agile CRM in one click, without leaving Tidio.
Send visitor details straight to your CRM
Name, email address and phone number from the conversation are saved to the Agile CRM contact, so nobody retypes them.
Keep sales and support on the same page
Sales picks up the follow up with context from the chat, because the Agile CRM contact was created from the conversation itself.
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
Agile CRM
CRM
Tags
CRM
Lead Capture
Sales Pipeline
How it works
Connect Agile CRM in minutes
1
Connect Tidio to Agile CRM
Set up the integration in your Tidio panel and link it to your Agile CRM account. No code needed.
2
Decide when to save a contact
Nothing syncs on its own. Your agents create the contact at the moment an interaction shows sales potential.
3
Create the contact in one click
The details available in the chat, such as name, email address and phone number, are exported to your CRM.
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Frequently asked questions
Common questions about the Agile CRM integration
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.
Is the Agile CRM integration available on my plan?
Yes. The Agile CRM integration is available on all Tidio plans, including the free one. Compare plans to see what else each plan includes.