Deal notes from emails — into your CRM automatically

The scenario reads new emails at Customer.io, finds the matching deal in Agile CRM and saves a short summary as a note on the record.

  • A summary of every email on the right deal
  • Nothing to copy by hand
  • Client history always at hand in Agile CRM
  • Fires on its own for every email
Set it upScriptera

How it works

Automating Customer.io and Agile CRM takes no code: a ready-made scenario does the routine for you.

  1. Starts when: Received Emails with Sales Label
  2. Then: Summarize Email Content
  3. Then: Odoo - Create Opportunity
  4. Then: OpenAI Model

You can launch this Customer.io + Agile CRM integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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