Agile CRM
 | Agile CRM is a customer relationship management platform offering sales, marketing, and service automation. Integrating Agile CRM with Make.com enables users to automate contact management, track deals, and sync marketing campaigns across multiple tools seamlessly. |
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This is AI-generated content based on official Agile CRM documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Agile CRM directly.
Requirements
To use the Agile CRM app in Make, you must have an active Agile CRM account and an API Key, create your account on Agile CRM. For subscription, refer to the Agile CRM pricing page.
Connect Agile CRM and Make
To get started, you must first create a connection between Agile CRM and Make, allowing the two services to communicate.
Obtain your Basic in your Agile CRM account
Create the connection in Make.
Obtain your Basic in your Agile CRM account
Before you create the connection in Make, you should first obtain your Basic in your Agile CRM account.
To obtain your Basic :
Navigate to Admin Settings.
Select API & Analytics from the menu.
Copy the API key for REST client displayed on screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Agile CRM module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Agile CRM account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Agile CRM modules
After connecting to the Agile CRM app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Agile CRM resources
You can have access to more resources related to this app on the following links