Agile CRM

agile crm is a customer relationship management platform offering sales, marketing automation, and customer service tools integrating agile crm with make com lets users automate contact management, lead tracking, and campaign workflows directly between agile crm and other business applications 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 https //www agilecrm com/ directly requirements to use the agile crm app in make, you must have an active agile crm account and an api key, https //www agilecrm com/ for subscription, refer to the https //www agilecrm com/ connect agile crm and {{product name}} to get started, you must first create a connection between agile crm and {{product name}} , allowing the two services to communicate obtain your api key in your agile crm account create the connection in make obtain your api key in your agile crm account before you create the connection in {{product name}} , you should first obtain your api key in your agile crm account to obtain your api key navigate to admin settings in your agile crm dashboard click on api & analytics copy the domain name displayed in your browser's address bar or as shown in the admin settings section copy your agile crm email address displayed in the admin settings section copy the api key displayed under the api key for rest client section you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //github com/agilecrm/rest api#readme create the connection in {{product name}} https //www make com/en/register , add the agile crm module to your {{scenario singular lowercase}} , 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 docid\ so88fm6pkt0g adkddfzz page agile crm modules after connecting to the agile crm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a contact to a campaign adds a contact, identified by their email address, to a specific campaign you choose add a note creates and attaches a new note to a selected ticket, contact, or deal add an event creates a new event entry in your calendar create a company creates a new company record in your account create a contact adds a new contact to your address book or contact list create a deal creates a new sales deal record in your crm system create a task creates a new task in your selected project or workspace create a ticket creates a new support ticket in your selected system delete a company permanently removes a specified company from your account delete a contact permanently removes a specified contact from your account delete a deal permanently removes a selected deal from your account delete a task permanently removes a selected task from your account delete a ticket permanently removes a selected support ticket from the system delete an event permanently removes a selected event from your calendar get all messages in a ticket fetches all messages contained in a selected support ticket get a company retrieves detailed information about a specific company get a contact by email finds and returns the details of an existing contact using their email address get a contact by id retrieves comprehensive information about a specific contact using their unique id get a deal retrieves comprehensive information about a specific deal get a task retrieves comprehensive information about a specific task get a ticket retrieves comprehensive information about a specific ticket get an event retrieves comprehensive information about a specific event list companies fetches and displays a complete list of all companies stored in your account list contacts fetches and displays a complete list of all contacts stored in your account list deals fetches and displays a complete list of all existing deals from your account list events fetches and displays a complete list of all available events from your account list tasks fetches a list of tasks that match the specified filter criteria list tickets fetches and displays a complete list of all existing support tickets make an api call executes a custom api request to the connected service using your authorized credentials update a company modifies the details of an existing company record update a contact updates the details of an existing contact in your account update a deal updates the details of an existing deal in your account update a task modifies the details of a previously created task update an event modifies the details of an already scheduled event watch companies triggers when a company record is created, updated, or viewed in the system watch contact's tags triggers when a new tag is assigned to a specific contact in your chosen list watch contacts triggers when a contact is newly created, modified, or accessed for viewing watch deals triggers whenever a new deal is added or an existing deal is modified watch events triggers when a new event is created or an existing event is updated in your calendar watch tasks triggers when a new task is created, a task becomes due, is started, or is marked as completed watch tickets triggers when a new ticket is created or an existing ticket is modified templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} agile crm resources you can have access to more resources related to this app on the following links https //community make com/search?q=agile%20crm https //www agilecrm com/ https //github com/agilecrm/rest api#readme https //www make com/en/integrations/agile crm