Agile CRM + Reward Sciences

Agile CRM + Reward Sciences integrations

Record activities on Reward Sciences for new changes to AgileCRM deal milestones

Sometimes a milestone change signals a cause for celebration. Extend those good feelings to your customer or deal owner with this automation. It will trigger whenever there's a particular change to a deal's milestone on AgileCRM, creating a new activity for it on Reward Sciences. Whether you're rewarding your sales team or customer, you won't have to worry about any manual effort from then on.

When this happens...
Changed Deal MilestoneTriggers when a Deal reaches a specific milestone you choose.
TriggerPolling
automatically do this!
Track ActivityTracks an activity performed by a user to earn rewards.
ActionWrite

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More things you can do with Agile CRM and Reward Sciences

Discover other triggers and actions you can use with Agile CRM and Reward Sciences

- Track / Milestone
  Required
Trigger
Polling
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New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
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- Ticket Filter
  Required
Trigger
Polling
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- Tag Name
  Required
Trigger
Polling
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- 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 Conversion
Triggers when a participant engages with a campaign.
Trigger
Polling
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New Redemption
Triggers when a participant redeems a reward.
Trigger
Polling
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Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
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- 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
- Minimum Point Balance
Trigger
Polling
Try It
- Identity Provider (case insensitive)
  Required
- User Identity
  Required
- Activity you are tracking
  Required
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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About Reward Sciences

Reward Sciences is a loyalty system that lets you incentivize and reward your end users as they engage on one or more activities of your choice.

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Related categories

Marketing

Related Zap Templates

Log new AgileCRM deals as activities on Reward Sciences

Related Zap Templates

Log new AgileCRM deals as activities on Reward Sciences