Agile CRM icon

Agile CRM Integration

Manage contacts, companies, and deals in Agile CRM. Connect Agile CRM to AI driven workflows so CRM updates and follow ups happen automatically. Start from Get Company and let Get Contact or Get Deal handle the next step.
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  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Supported triggers and actions for Agile CRM integration

Triggers can detect changes in Agile CRM and run actions that can create, search or modify data inside Agile CRM automatically [3] — exactly how you set them.

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    Get CompanyReturns a single company by ID.
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    Get ContactReturns a single contact by ID.
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    Get DealReturns a single deal by ID.
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    List CompaniesRetrieves a paginated list of companies.
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    List ContactsRetrieves a paginated list of contacts.
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    List DealsRetrieves a paginated list of deals.
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    Create CompanyCreates a new company.
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    Create ContactCreates a new contact.
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    Create DealCreates a new deal.
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    Delete CompanyDeletes a company.
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    Delete ContactDeletes a contact.
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    Delete DealDeletes a deal.
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    Make an API CallPerforms an arbitrary authorized API call.
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    Update CompanyPartially updates a company.
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    Update ContactPartially updates a contact.
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    Update DealPartially updates a deal.

How to integrate Agile CRM in automation workflow?

3 simple steps to make your Agile CRM connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How Agile CRM connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Agile CRM app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Agile CRM supports.

The following table illustrates what fields Agile CRM integration require during authorization flow inside our workflow builder [4].

Demonstration of Agile CRM connection step inside WEXTL Workflow Builder [4].

FieldTypeHelp
DomainRequired
text

Subdomain only, e.g. mycompany (full URL: https://mycompany.agilecrm.com/dev).

EmailRequired
text

Account email — Basic auth username.

API KeyRequired
password

REST API key from Admin Settings → API & Analytics (not the JS analytics key).

Connect Agile CRM to popular apps on WEXTL

Enter a name of the other app you want to sync with Agile CRM below. Click on selected app to explore integration options with Agile CRM. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Agile CRM integration

Select Get Company action from Agile CRM - this will be a starting point in your automation. Whenever event happens in Agile CRM, workflow will start [7] from Get Company node.

Search for Delete Company, connect it as the next step of integration sequence. You can use filters between Get Company and Delete Company, so only important data pass from Get Company to the next step. WEXTL gives you full control over the process of Agile CRM automation. All parts of workflow are visible on the canvas [4].

Agile CRM on WEXTL has 16 modules for combining crm automations. Explore Agile CRM documentation for more.

Agile CRM
Get Company
Freshworks CRM
Performs action
OR
Freshworks CRM
Triggers
Agile CRM
Delete Company

Demonstration of how visual Agile CRM automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Agile CRM in your workflows.

Try Agile CRM on WEXTL®

Claim your 3-day trial to build Agile CRM integrations and access every WEXTL® feature.

Cancel anytime.

References

List of sources used to gather information about the Agile CRM integration.

  1. Agile CRM integration source code, module specs and credentials implementation.
  2. Internal Agile CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Agile CRM vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® Agile CRM App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation