STEP 1
Connect Agile CRM and Salesmate
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 Salesmate Integration
Build crm workflows between Agile CRM and Salesmate on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Agile CRM and Salesmate
Detailed info you need to know about Agile CRM and Salesmate integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Agile CRM to Salesmate
Set up your Agile CRM and Salesmate integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Agile CRM and Salesmate 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 Salesmate. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Agile CRM and Salesmate work in WEXTL?
WEXTL exposes actions and triggers for Agile CRM and Salesmate 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.
Salesmate triggersAgile CRM actions
Salesmate modules
- Add ActivityCreates activity.
- Add CompanyCreates company.
- Add ContactCreates contact.
- Add DealCreates deal.
- Add Lookup Field ValueCreates lookup field value.
- Add NoteCreates note.
- Add ProductCreates product.
- Add Product VariantCreates product variant.
- Create Custom Module RecordCreates custom module record.
- Delete ActivityDeletes activity.
- Delete CompanyDeletes company.
- Delete ContactDeletes contact.
- Delete Custom Module RecordDeletes custom module record.
- Delete DealDeletes deal.
- Delete NoteDeletes note.
- Delete ProductDeletes product.
- Delete Products BulkDeletes products bulk.
- Fetch Lookup Field DetailsRetrieves lookup field details.
- Get Active UsersReturns active users.
- Get ActivityReturns activity.
- Get All NotesReturns all notes.
- Get CompanyReturns company.
- Get ContactReturns contact.
- Get Custom Module RecordReturns custom module record.
- Get DealReturns deal.
- Get Module IDsReturns module ids.
- Get NoteReturns note.
- Get Note AttachmentReturns note attachment.
- Make an API CallPerforms an arbitrary authorized API call.
- Pin NotePins note.
- Search ActivitiesSearches for activities.
- Search CompaniesSearches for companies.
- Search ContactsSearches for contacts.
- Search Custom Module RecordsSearches for custom module records.
- Search DealsSearches for deals.
- Search ProductsSearches for products.
- Unpin NoteUnpins note.
- Update ActivityUpdates activity.
- Update CompanyUpdates company.
- Update ContactUpdates contact.
- Update Custom Module RecordUpdates custom module record.
- Update DealUpdates deal.
- Update Multiple Lookup FieldsUpdates multiple lookup fields.
- Update NoteUpdates note.
- Update ProductUpdates product.
- Update Single Lookup FieldUpdates single lookup field.
- Watch New ContactsTriggers when new contacts occur.
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.
Frequently asked questions
Common questions about connecting Agile CRM and Salesmate.
Connect your Agile CRM and Salesmate 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 Salesmate's "Watch New Contacts" fires, WEXTL can "Create Company" in Agile CRM. Agile CRM has 16 actions (including Create Company, Create Contact, and Create Deal); Salesmate has 46 actions (including Add Activity, Add Company, and Add Contact). 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-Salesmate 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 Salesmate) 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 + Salesmate 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 Salesmate integration.
- Agile CRM and Salesmate integration source code, module specs and credentials implementation.
- Our Agile CRM and Salesmate integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Agile CRM and Salesmate — 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
- Salesmate integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library