How to Integrate Agile CRM

Erstellt von Igor Galic, Geändert am Thu, 21 Jul 2022 um 06:48 PM von Igor Galic

 


Description

Agile CRM makes this easy for you and your team, with social integrations, social listening capabilities, and more.


Entities

Source

Target

Send Contacts

Add Contacts

Send Deals

Add Deals

Send Contact Notes

Add Notes to Contacts

Send Tasks

Add Notes to Deals

Send Campaigns

Add Tasks

Send HelpDesk Tickets

Add Events

Send Companies

Add Companies


Steps

 

Step 1

Either while Creating a Task or in the Integrations menu.

 

Enter the name of the integration in the search bar .

 

Step 2.

Enter the Name of the Integration.

You can optionally also enter a description .

And press next.

 

Step 3.

You will be prompted for the Username, Password and Token.

 

Step 4.

To obtain the Base URL. Please enter Base URL in format:

 

https://{yourDomain}.agilecrm.com/dev/api/

 

Step 5.

To obtain Email and API Key . Enter your email as username and API Key as password.

 

You can find ApiKey in Admin Settings -> Developers&API -> REST API section in your Agile CRM account.

 

Simply copy and Paste it to SyncSpider and click Finish!


Agile CRM is just one of the tools we support!

 

To check the list of the tools and features we support, please click here.

If you don't see your favorite tool on our list, please take the time and send us a request here to create an integration for you OR Up-vote it if it's already on the list :)

 

We develop the integrations based on the requests and up-votes :)

 

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our Chat Widget!

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