CRM Integration

Connect Kamili CRM to see customer context alongside support tickets. Agents get full visibility into deals, history, and relationships.

Go to Settings > Integrations > Kamili CRM

Click "Connect"

If you have a Kamili CRM account, the connection is automatic via your Kamili Account

If not, you will be prompted to create one (free tier available)

Contacts: CRM contacts appear in Help Desk customer profiles

Companies: Organization data from CRM shows on tickets

Deals: Open deals and their status appear in the ticket sidebar

Activities: Help Desk conversations appear in CRM contact timeline

When a customer creates a ticket, Help Desk automatically:

Looks up the customer in CRM by email

Links the ticket to their CRM profile

Shows their deal history, contact info, and previous interactions in the sidebar

Changes made in either product sync in near real-time:

New contacts created in Help Desk sync to CRM

Contact updates in CRM appear in Help Desk

Ticket activity shows in CRM timeline

How to Connect Kamili CRM with Help Desk