Agile CRM + Delighted

Create deals in Agile CRM for new Delighted responses

Effortlessly turn positive customer feedback into business opportunities with this seamless automation. When a new response is received in Delighted, a deal will be created in Agile CRM, helping you capitalize on satisfied customers and encouraging repeat business. Enhance your customer relationship management and boost your sales efforts with this efficient workflow.

When this happens...
New Response
Triggers when a new response is received in this Delighted Project.
TriggerScheduled
automatically do this!
Create Deal
Create a deal in the Agile CRM.
ActionWrite

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Supported triggers and actions

New Response
Triggers when a new response is received in this Delighted Project.
Trigger
Scheduled
Try It
- Person ID
- EmailRequired
- Phone Number
- Name
- Properties
Action
Write
- EmailRequired
- Name
- Last Sent At
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- EmailRequired
- Name
- Delay
- Properties
Action
Write

- EmailRequired
Action
Write
- Platform IDRequired
Action
Search

- Trend ID
- Groups
- Since
- Until
Action
Search
- Track / MilestoneRequired
Trigger
Scheduled
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
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- Ticket FilterRequired
Trigger
Scheduled
Try It
- Tag NameRequired
Trigger
Scheduled
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

New Unsubscribe
Triggers when a person unsubscribes from Delighted surveys.
Trigger
Scheduled
Try It
- Person ID
- Email
- Phone NumberRequired
- Name
- Properties
Action
Write
- Person IDRequired
- Created At
- ScoreRequired
- Comment
- Properties
Action
Write
- Person ID
- Email
- Phone Number
Action
Write
- Phone NumberRequired
- Email
- Name
- Delay
- Properties
Action
Write
- Email
- Phone Number
Action
Search
- Platform ID
- Per Page
- Person ID
- Email
- Phone Number
Action
Search
- EmailRequired
- Phone Number
- Name
- Last Sent At
Action
Search or write
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
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
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

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.