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.

When this happens...
Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
TriggerPolling
automatically do this!
Trigger Loyalty Action
Triggers a loyalty action to unlock a reward.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Track / MilestoneRequired
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 FilterRequired
Trigger
Polling
Try It
- Tag NameRequired
Trigger
Polling
Try It

- Contact EmailRequired
- Subject of NoteRequired
- DescriptionRequired
Action
Write
- Contact EmailRequired
- TagsRequired
Action
Write

- First NameRequired
- Last Name
- EmailRequired
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- NameRequired
- PriorityRequired
- OwnerRequired
- Start TimeRequired
- End TimeRequired
Action
Write
- SubjectRequired
- Task TypeRequired
- PriorityRequired
- Owner
- Email
- Due Date
Action
Write
- CampaignRequired
Trigger
Instant
Try It
- CampaignRequired
- Participant ID
Trigger
Instant
Try It
- CampaignRequired
- Campaign RewardRequired
- Participant EmailRequired
Action
Write

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
- CampaignRequired
- Subscriber EmailRequired
Action
Write
- Contact EmailRequired
- Score to Be AddedRequired
Action
Write
- Company NameRequired
- Company URL
Action
Write
- NameRequired
- Owner
- Probability (%)
- ValueRequired
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- EmailRequired
- SubjectRequired
- Cc
- PriorityRequired
- Status
- AssigneeRequired
- MessageRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write
- CampaignRequired
- Participant ID
Trigger
Instant
Try It
- CampaignRequired
- Participant ID
Trigger
Instant
Try It

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.

Related categories

CRM (Customer Relationship Management)

Similar apps

About LoyaltySurf

LoyaltySurf is loyalty software for B2C, FinTech, and SaaS companies.

Related categories

Customer Appreciation

Agile CRM + LoyaltySurf

Activate loyalty actions in LoyaltySurf from newly changed deal milestones in Agile CRM

Supported triggers and actions

Changed Deal Milestone

New Case

New Deal

New Ticket

New Tag to Contact

Add Note

Add Tag to Contact

Create Contact

Add Event

Create Task

Campaign Ended

New Participant Reward

Trigger Loyalty Action

Changing Any Deal Milestone

New Contact

New Event

New Task

Add to Campaign

Add Score to Contact

Create Company

Create Deal

Create Ticket

Create or Update Contact

New Participant

New Participant Reward Form Submission

About Agile CRM

Related categories

Similar apps

HubSpot

Inbound Now

Zapier Interfaces

About LoyaltySurf

Related categories