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Agile CRM + Pluspoint

Dispatch Pluspoint surveys via email for new Agile CRM deal milestones

When a deal reaches a specific milestone in Agile CRM, this integration automatically triggers an email containing a Pluspoint survey to your customer. This gives you immediate insight into your customer's experience and prompts satisfied customers to leave reviews.

When a deal reaches a specific milestone in Agile CRM, this integration automatically triggers an email containing a Pluspoint survey to your customer. This gives you immediate insight into your customer's experience and prompts satisfied customers to leave reviews.

  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!
    PluspointPluspoint
    Send Email Survey

    Sends an automated email to the client with a request to rate the service and leave a positive review on connected review sites. The email is sent within an hour after the action is triggered unless a custom delay is specified.

    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
agile-crm logo
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.

Related categories

  • CRM (Customer Relationship Management)

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pluspoint logo
pluspoint logo

About Pluspoint

Pluspoint is customer reviews software that helps you to automate review generation, manage reputation and get more customers.

Related categories

  • Reviews