Greg Crawford asked us, “Can you direct me to best way to zap when someone makes a direct purchase from my funnel? Agent CRM Sales Funnel => CRM=> External course software”

” You can trigger a funnel sale (from your Agent CRM account) on the workflows. From there, you can add them to a specific pipeline which in turn can be the start of your zap to whatever course software that you have.”


Funnels, Pipelines, Triggers

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