Agile CRM + BotStar

Add a new Agile CRM deals for new BotStar checkpoint records

This Zapier integration is created for adding a deal to Agile CRM whenever users chat with your chatbot for a deal. Zapier allows connecting BotStar and Agile CRM to create a deal automatically.

When this happens...
New Checkpoint Record
Triggers when a new checkpoint record is created.
TriggerInstant
automatically do this!
Create Deal
Create a deal in the Agile CRM.
ActionWrite

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Supported triggers and actions

New Request for Human Takeover
Triggers when a user request to contact human operator.
Trigger
Instant
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- User AttributeRequired
Trigger
Instant
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- Tag NameRequired
Trigger
Instant
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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
Scheduled
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
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- 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

- EnvironmentRequired
- CheckpointRequired
Trigger
Instant
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New Subscriber
Triggers when a user subscribes to receive broadcast messages.
Trigger
Instant
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- Track / MilestoneRequired
Trigger
Scheduled
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New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
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- Ticket FilterRequired
Trigger
Scheduled
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- Tag NameRequired
Trigger
Scheduled
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- 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

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 BotStar

BotStar is a chatbot development platform that lets you design and build your chatbots with minimal development and a visual editor.

Related categories

Customer Support

Agile CRM + BotStar

Add a new Agile CRM deals for new BotStar checkpoint records

Supported triggers and actions

New Request for Human Takeover

Updated User Attribute

New Tag on User

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 Checkpoint Record

New Subscriber

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

About Agile CRM

Related categories

Similar apps

HubSpot

Inbound Now

Zapier Interfaces

About BotStar

Related categories