Agile CRM + LoyaltySurf
Activate loyalty actions in LoyaltySurf from newly changed deal milestones in Agile CRM
Guarantee your users receive rewards for their actions through this Agile CRM-LoyaltySurf automation. Upon setup, any change in a deal milestone in Agile CRM will automatically trigger a loyalty action in LoyaltySurf.
Guarantee your users receive rewards for their actions through this Agile CRM-LoyaltySurf automation. Upon setup, any change in a deal milestone in Agile CRM will automatically trigger a loyalty action in LoyaltySurf.
- When this happens...Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
- automatically do this!Trigger Loyalty Action
Triggers a loyalty action to unlock a reward.
- Free forever for core features
- 14 day trial for premium features & apps
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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout LoyaltySurf
LoyaltySurf is loyalty software for B2C, FinTech, and SaaS companies.