STEP 1
Connect Agile CRM and Salesforce
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Agile CRM and Salesforce Integration
Keep Agile CRM and Salesforce in sync by integrating their events and actions. When crm events happen in Agile CRM, update the Salesforce automatically - without any line of code in visual workflow builder.
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Learn about Agile CRM and Salesforce
Detailed info you need to know about Agile CRM and Salesforce integrations in WEXTL. Explore which modules apps support and how you connect them.
Salesforce
CRM for standard and custom objects — query, search, composite writes, and record watches. [6]
How to connect Agile CRM to Salesforce
Set up your Agile CRM and Salesforce integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Agile CRM and Salesforce nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Agile CRM and Salesforce. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Agile CRM and Salesforce work in WEXTL?
WEXTL exposes actions and triggers for Agile CRM and Salesforce that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Salesforce triggersAgile CRM actions
Salesforce modules
- Bulk Delete Survey TranslationsDeletes translations of several survey fields in one request.
- Bulk Update Survey TranslationsUpdates translations of several survey fields in one request.
- Create Product SchedulesCreates schedules for an opportunity line item.
- Create RecordCreates a record of the selected object.
- Create Record by External IDCreates a record using an external ID.
- Create Record TreeCreates nested parent and child records in one tree.
- Create Record with FileCreates a record and uploads its binary file.
- Create RecordsCreates up to two hundred records in one request.
- Delete Event SeriesDeletes this Lightning event and later events in the series.
- Delete Product SchedulesDeletes schedules for an opportunity line item.
- Delete RecordDeletes a record.
- Delete Record by External IDDeletes a record by external ID.
- Delete RecordsDeletes up to two hundred records in one request.
- Delete Related RecordDeletes the record reached through a relationship.
- Delete Survey TranslationDeletes the translation of a survey field.
- Describe List ViewReturns columns and SOQL for a list view.
- Describe ObjectReturns fields, URLs, and child relationships for an object.
- Describe Object Quick ActionReturns details for an object quick action.
- Execute CompositeRuns a series of REST requests in one call.
- Execute Composite BatchRuns up to twenty-five independent subrequests.
- Execute Composite GraphRuns a composite graph of related records.
- Explain QueryReturns the query optimizer plan without running the query.
- Get Appointment CandidatesRetrieves service resources that can take an appointment.
- Get Appointment SlotsRetrieves available appointment slots.
- Get Approval LayoutsRetrieves approval layouts for an object.
- Get Approval Process LayoutReturns the layout for one approval process.
- Get ArticleReturns one online Knowledge article.
- Get Blob FieldDownloads the binary value of a blob field.
- Get CollectionRetrieves multiple records by ID.
- Get Collection by BodyRetrieves multiple records using a request body.
- Get Compact LayoutsRetrieves compact layouts for an object.
- Get Compact Layouts for ObjectsRetrieves compact layouts for several objects.
- Get ConsentRetrieves compiled consent settings.
- Get Contact TracingRetrieves contact-tracing resources.
- Get Data CategoryReturns a data category and its children.
- Get Deleted RecordsRetrieves records deleted in a time window.
- Get Embedded Service ConfigurationReturns an Embedded Service configuration.
- Get Event Schema by IDReturns a platform event schema by schema ID.
- Get Event Schema by NameReturns a platform event schema by event name.
- Get Global Publisher LayoutsRetrieves global publisher layouts.
- Get Knowledge Language SettingsReturns Knowledge language settings.
- Get LayoutsRetrieves page layouts for an object.
- Get Lightning Exit by PageReturns how often users left Lightning on each standard page.
- Get Lightning Toggle MetricsReturns metrics for users who switched between Classic and Lightning.
- Get Lightning Usage by App TypeReturns Lightning and mobile user totals.
- Get Lightning Usage by BrowserReturns Lightning usage grouped by browser.
- Get Lightning Usage by FlexiPageReturns the custom Lightning pages viewed most often.
- Get Lightning Usage by PageReturns the standard Lightning pages viewed most often.
- Get LimitsReturns remaining and maximum allocations for the org.
- Get List ViewReturns basic information for one list view.
Agile CRM modules
- Create CompanyCreates a new company.
- Create ContactCreates a new contact.
- Create DealCreates a new deal.
- Delete CompanyDeletes a company.
- Delete ContactDeletes a contact.
- Delete DealDeletes a deal.
- Get CompanyReturns a single company by ID.
- Get ContactReturns a single contact by ID.
- Get DealReturns a single deal by ID.
- List CompaniesRetrieves a paginated list of companies.
- List ContactsRetrieves a paginated list of contacts.
- List DealsRetrieves a paginated list of deals.
- Make an API CallPerforms an arbitrary authorized API call.
- Update CompanyPartially updates a company.
- Update ContactPartially updates a contact.
- Update DealPartially updates a deal.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Agile CRM and Salesforce integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Agile CRM and Salesforce.
Connect your Agile CRM and Salesforce accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Salesforce's "Watch Deleted Records" fires, WEXTL can "Create Company" in Agile CRM. Agile CRM has 16 actions (including Create Company, Create Contact, and Create Deal); Salesforce has 124 actions (including Bulk Delete Survey Translations, Bulk Update Survey Translations, and Create Product Schedules). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Agile CRM-to-Salesforce automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Agile CRM (or Salesforce) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Agile CRM + Salesforce automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Agile CRM and Salesforce integration.
- Agile CRM and Salesforce integration source code, module specs and credentials implementation.
- Our Agile CRM and Salesforce integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Agile CRM and Salesforce — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Agile CRM integration information
- Salesforce integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library