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 this happens...
Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
TriggerScheduled
automatically do this!
Send Email Survey
Sends a personalized email to the client with a request to rate the service.
ActionWrite

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Supported triggers and actions

- 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
Try It
- 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
Get Conversations
Retrieve recent conversations with clients.
Trigger
Scheduled
Try It
- LocationRequired
- Survey TemplateRequired
- First Name
- Last Name
- Phone Number
- Email
- RatingRequired
- Response Text
Action
Write
- First Name
- Last Name
- Phone NumberRequired
- Delay
Action
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
- LocationsRequired
- First Name
- Last Name
- Phone Number
- Email
- Instagram Username
- Facebook Username
- Labels
- Unsubscribed
Action
Write
- First Name
- Last Name
- EmailRequired
- Message delay
Action
Write
- First Name
- Last Name
- Phone NumberRequired
- Message delay
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 Pluspoint

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

Related categories

Reviews

Agile CRM + Pluspoint

Dispatch Pluspoint surveys via email for new Agile CRM deal milestones

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

Get Conversations

Create Survey Response

Send SMS Survey

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

Create Contact

Send Email Survey

Send WhatsApp Survey

About Agile CRM

Related categories

Similar apps

HubSpot

Inbound Now

Zapier Interfaces

About Pluspoint

Related categories