Agile CRM + BotStar

Agile CRM + BotStar integrations

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 RecordTriggers when a new checkpoint record is created.
TriggerInstant
automatically do this!
Create DealCreate a deal in the Agile CRM.
ActionWrite

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More things you can do with BotStar and Agile CRM

Discover other triggers and actions you can use with BotStar and Agile CRM

New Request for Human Takeover
Triggers when a user request to contact human operator.
Trigger
Instant
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- User Attribute
  Required
Trigger
Instant
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- Tag Name
  Required
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
Polling
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
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- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write
- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- Email
  Required
- Subject
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

- Environment
  Required
- Checkpoint
  Required
Trigger
Instant
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New Subscriber
Triggers when a user subscribes to receive broadcast messages.
Trigger
Instant
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- Track / Milestone
  Required
Trigger
Polling
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New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
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- Ticket Filter
  Required
Trigger
Polling
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- Tag Name
  Required
Trigger
Polling
Try It
- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write
- Contact Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Name
  Required
- Priority
  Required
- Owner
  Required
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject
  Required
- Task Type
  Required
- Priority
  Required
- 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.

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About BotStar

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

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Related categories

Customer Support