How to Integrate Agile CRM

Created by Nicolas Wussler, Modified on Fri, 19 Aug, 2022 at 4:22 PM by Igor Galic

TABLE OF CONTENTS

Description
Entities
Steps

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!