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Agile CRM and Shape Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Integrate Agile CRM and Shape and automate crm work. Actions from Agile CRM app can update information in Shape - exactly how you set them in visual workflow builder. You can craft workflows how your business process needs with AI, and no coding skills required.

Integration guide
  • 3-day trial
  • Cancel anytime
  • Up to 10 minutes quick set up
  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Learn about Agile CRM and Shape

Detailed info you need to know about Agile CRM and Shape integrations in WEXTL. Explore which modules apps support and how you connect them.

  • Agile CRM

    • CRM
    • 6 searches
    • 10 actions

    Manage contacts, companies, and deals in Agile CRM. [5]

  • Shape

    • CRM
    • 3 searches
    • 9 actions

    Create, update and track mortgage leads, assignments, documents and call activity in Shape CRM. [6]

How to connect Agile CRM to Shape

Set up your Agile CRM and Shape integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

  1. STEP 1

    Connect Agile CRM and Shape

    Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.

  2. STEP 2

    Build a workflow

    Paste selected Agile CRM and Shape nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between Agile CRM and Shape. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between Agile CRM and Shape work in WEXTL?

WEXTL exposes actions and triggers for Agile CRM and Shape 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.

Agile CRM actionsShape actions

Agile CRM modules

  • Create Company Creates a new company.
  • Create Contact Creates a new contact.
  • Create Deal Creates a new deal.
  • Delete Company Deletes a company.
  • Delete Contact Deletes a contact.
  • Delete Deal Deletes a deal.
  • Get Company Returns a single company by ID.
  • Get Contact Returns a single contact by ID.
  • Get Deal Returns a single deal by ID.
  • List Companies Retrieves a paginated list of companies.
  • List Contacts Retrieves a paginated list of contacts.
  • List Deals Retrieves a paginated list of deals.
  • Make an API Call Performs an arbitrary authorized API call.
  • Update Company Partially updates a company.
  • Update Contact Partially updates a contact.
  • Update Deal Partially updates a deal.

Shape modules

  • Add Calendar Event Creates a calendar event on a lead record.
  • Assign Lead to a User Assigns a lead to a Shape user as its owner.
  • Bulk Create Leads Creates many lead records in one request.
  • Bulk Update Leads Updates many lead records in one request.
  • Create a Lead Creates a new lead record.
  • Get a Lead Status Retrieves the current status of a single lead record.
  • Get User Call Attempts Returns a user's total call attempts.
  • Get User Talk Time Returns a user's total talk time and number of calls.
  • Import Lead from FNM File Imports a lead record from a Fannie Mae (FNM) file.
  • Make an API Call Performs an arbitrary authorized API call to Shape.
  • Update a Lead Updates fields on an existing lead record.
  • Upload Document Attaches a file to a lead record.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Agile CRM and Shape integrations. Pick any from the list below if the current combination isn't the one you need.

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Frequently asked questions

Common questions about connecting Agile CRM and Shape.

How do I connect Agile CRM and Shape?

Connect your Agile CRM and Shape accounts once, pick an action in one app and an action in the other, then map the fields so data flows automatically between them. [3]

What can I automate between Agile CRM and Shape?

Example: use Agile CRM's "Create Company" action to perform Shape's "Add Calendar Event" action. Agile CRM has 16 actions (including Create Company, Create Contact, and Create Deal); Shape has 12 actions (including Add Calendar Event, Assign Lead to a User, and Bulk Create Leads). Add filters and transforms between steps when you need them. [1]

Can I use a Agile CRM action to perform a Shape action?

Yes — pick an action in either app, then an action in the other, and map the fields between them. [2]

Do I need to write code to integrate Agile CRM and Shape?

No. Agile CRM-to-Shape automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does Agile CRM integrate with Shape in real time?

Yes. Trigger-based automations start the moment Agile CRM (or Shape) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a Agile CRM + Shape integration?

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.

Do I need a paid plan to connect Agile CRM with Shape?

You can build your Agile CRM + Shape 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 Shape integration.

  1. Agile CRM and Shape integration source code, module specs and credentials implementation.
  2. Our Agile CRM and Shape integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Agile CRM and Shape — 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. Agile CRM integration information
  6. Shape integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted Agile CRM and Shape integration page documentation. Used sources, AI's role, and how the team validates the result.

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