Agile CRM + Ecologi

Plant trees with Ecologi when Agile CRM deals are marked as won

Planting trees is one of the best climate crisis solutions we have. Celebrate each closed deal by planting a real tree when you mark your Agile CRM deal as won. Trees will be automatically planted in your Ecologi forest, meaning your customers can see the impact their purchases have in real-time.

Planting trees is one of the best climate crisis solutions we have. Celebrate each closed deal by planting a real tree when you mark your Agile CRM deal as won. Trees will be automatically planted in your Ecologi forest, meaning your customers can see the impact their purchases have in real-time.

  1. When this happens...
    Agile CRMAgile CRM
    Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone you choose.

    TriggerScheduled
  2. automatically do this!
    EcologiEcologi
    Plant Trees

    Plant some trees

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Track / MilestoneRequired

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Case

    Triggers when a new case is added in Agile CRM.

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Deal

    Triggers when a new Deal is added in AgileCRM.

    Trigger
    Scheduled
    Try It
    • Ticket FilterRequired

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
  • Agile CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is add in AgileCRM.

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Event

    Triggers when a new event is created in Agile CRM.

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Task

    Triggers when a new task is added in the Agile CRM.

    Trigger
    Scheduled
    Try It
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agile-crm logo

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.
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Related categories

  • CRM (Customer Relationship Management)

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ecologi logo

About Ecologi

Give back to the planet by planting trees.
Learn moreHelp

Related categories

  • Fundraising