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.”

About the Author

Agent CRM Team

Content Creator

The Agent CRM Team works with our developers, our community and our executives to create content for our blog. The content we create is useful for understanding how Agent CRM can help you, it can show you how to use our features and we use the blog to answer common questions.

View All Articles