Agile CRM + Reward Sciences
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.
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 Milestone
Triggers when a Deal reaches a specific milestone you choose.
- automatically do this!Track Activity by Email
Finds or creates a participant by his/her email and tracks his/her activity on Reward Sciences.
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