Agile CRM
The Agile CRM modules allow you to watch, create, update, list, and delete the contacts, companies, deals, tickets, and tasks in your Agile CRM account.
Prerequisites
- An Agile CRM account
In order to use Agile CRM with Make, it is necessary to have an Agile CRM account. You can use your Google account or create an Agile CRM account at my.agilecrm.com/register.
To connect your Agile CRM account to Make you need to obtain the API Key from your Agile CRM account and insert it in the Create a connection dialog in the Make module.
1. Log in to your Agile CRM account and open your Dashboard.
2. Click your Profile Icon > Admin Settings > Developers & API.
3. Copy the REST API Key to your clipboard.
4. Go to Make and open the Agile CRM module's Create a connection dialog.
5. In the Connection name field, enter a name for the connection.
6. In the Domain field, enter your domain name. For example, if your web browser URL address is https://xyz.agilecrm.com/ then your domain is xyz.
7. In the Agile CRM Email Address field, enter your registered email address.
8. In the API Key field, enter the API key copied in step 3 and click Continue.
The connection has been established.