Agile CRM Updates: Trigger Zaps from Changing Deal Milestones

Ashley Hockney
Ashley Hockney / February 20, 2017

Deals are at the heart of your sales process, but keeping track of all the moving parts is a tricky balancing act. The newest update to the Agile CRM integration lets you trigger Zapier workflows whenever any deal milestone is changed (not just when a deal hits a specific milestone). You can fire off a follow-up email or attach a note to a contact automatically. The benefit to your team? More wins and greater customer engagement with no extra effort.

What's New with Agile CRM

New Trigger

  • Changing Any Deal Milestone: Changing any milestone in Agile CRM should be triggered

*** Note: this is different than the Changed Deal Milestone which triggers when a deal hits a specific milestone that is previously set. Now, you and the team can be notified whenever things shift - big or small - not just when final goals are accomplished

How to Automate Agile CRM with Zapier

  1. Make sure you have a Zapier and Agile CRM account

  2. Try some pre-made Agile CRM integrations and learn more about how Agile CRM works

  3. Check out our Agile CRM help documentation for details on connecting your account and setting up your first Zap

  4. Or login to build a custom workflow with Agile CRM and Zapier