Requirements
Connecting Agile CRM takes an active account plus an API access token from your account settings — no other setup is required.[3]
Get your Agile CRM credentials
Connect Agile CRM in WEXTL
- Log in to your WEXTL account, add the Agile CRM node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Agile CRM account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Agile CRM node modules
The list below is a reference of every Agile CRM node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Expand any Agile CRM node module below to see exactly what it takes in, what it returns, and what connection it needs.
Get CompanySearch
Get ContactSearch
Get DealSearch
List CompaniesSearch
List ContactsSearch
List DealsSearch
Create CompanyAction
Create ContactAction
Create DealAction
Delete CompanyAction
Delete ContactAction
Delete DealAction
Make an API Calluniversal
Update CompanyAction
Update ContactAction
Templates
Look for Agile CRM templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Breakcold CRM[2]Lightweight CRM for sales teams to manage leads, pipelines, and customer relationships.
- ClientifyCRM and sales automation platform for managing contacts, deals, and customer communication.
- ApptivoAll-in-one CRM and business suite for contacts, deals, projects, and invoicing.
- ApolloManage Apollo contacts, accounts, sequences, tasks, and deals — search saved records, enroll prospects, and send outreach email.
- AxonautManage companies, quotations, invoices, opportunities, projects, tasks and products in Axonaut, the CRM and invoicing software for small businesses.
References
- WEXTL® Agile CRM Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Agile CRM.
- WEXTL® visual workflow builder data.
Last updated: Sep 3, 2026 08:01