Agile CRM + Bold Commerce

Agile CRM + Bold Commerce integrations

Add Agile CRM scores for new Bold Commerce subscription orders

It’s important to have current and accurate data to identify the most valuable customers to your business. By updating the Agile CRM contact scores with each new Bold Commerce subscription order, you can confidently act on every opportunity.

When this happens...
New Subscription OrderTriggers when a new subscription order gets generated.
TriggerInstant
automatically do this!
Add Score to ContactAdd Score to a Contact in the AgileCRM.
ActionWrite

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More things you can do with Bold Commerce and Agile CRM

Discover other triggers and actions you can use with Bold Commerce and Agile CRM

New Subscription
Triggers when a customer checks out with a new subscription.
Trigger
Instant
Try It
Subscription Cancelled
Triggers when a subscription gets cancelled.
Trigger
Instant
Try It
- How would you like to find a customer
  Required
Action
Search
- Track / Milestone
  Required
Trigger
Polling
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
Try It

New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
Try It
- Ticket Filter
  Required
Trigger
Polling
Try It

- Tag Name
  Required
Trigger
Polling
Try It
- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write
- Contact Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Name
  Required
- Priority
  Required
- Owner
  Required
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Email
- Due Date
Action
Write

New Subscription Order
Triggers when a new subscription order gets generated.
Trigger
Instant
Try It
- Subscription Id
  Required
- Order Date
  Required
Action
Write
- How would you like to find a product
  Required
Action
Search
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
Try It
- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write
- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- Email
  Required
- Subject
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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CRM (Customer Relationship Management)

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About Bold Commerce

Bold Commerce provides a selection of apps that help convert more customers, maximize average order value and increase customer lifetime value. Specifically the Bold Subscriptions app allows merchants to build a custom recurring revenue solution.

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Related categories

eCommerce