--- title: Agile CRM slug: agile-crm description: How to integrate Agile CRM with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_agile-crm.png createdAt: 2025-02-03T13:28:36.234Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/agile-crm.png" alt="Agile CRM logo" caption size="50" width="512" height="512"} | 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. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](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, [create your account on Agile CRM](https://www.agilecrm.com/). For subscription, refer to the [Agile CRM pricing page](https://www.agilecrm.com/). # 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. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your Basic in your Agile CRM account** ::: :::WorkflowBlockItem **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 **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Admin Settings**. ::: :::WorkflowBlockItem Select** API & Analytics** from the menu. ![](https://make-cxp-documentation.ams3.cdn.digitaloceanspaces.com/apps-center-screenshots/agile-crm_Basic) ::: :::WorkflowBlockItem 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.](https://github.com/agilecrm/rest-api) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Agile CRM module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 application](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 scenarios. :::ExpandableHeading ### Add a Contact to a Campaign Adds a contact, identified by their email address, to a specific campaign of your choice. ::: :::ExpandableHeading ### Add a Note Creates and attaches a new note to a specific ticket, contact, or deal. ::: :::ExpandableHeading ### Add an Event Creates a new event entry in your calendar. ::: :::ExpandableHeading ### Create a Company Adds a new company record to your account. ::: :::ExpandableHeading ### Create a Contact Adds a new contact to your account. ::: :::ExpandableHeading ### Create a Deal Adds a new deal record to your account. ::: :::ExpandableHeading ### Create a Task Adds a new task to your project or task list. ::: :::ExpandableHeading ### Create a Ticket Generates a new support ticket in the system. ::: :::ExpandableHeading ### Delete a Company Removes an existing company record from your account. ::: :::ExpandableHeading ### Delete a Contact Removes a selected contact from your account permanently. ::: :::ExpandableHeading ### Delete a Deal Permanently removes a selected deal from your account. ::: :::ExpandableHeading ### Delete a Task Removes a specified task from your account. ::: :::ExpandableHeading ### Delete a Ticket Removes a specified ticket from the system ::: :::ExpandableHeading ### Delete an Event Removes a specified event from your calendar ::: :::ExpandableHeading ### Get All Messages in a Ticket Fetches all messages contained in a particular support ticket. ::: :::ExpandableHeading ### Get a Company Retrieves detailed information about a specific company. ::: :::ExpandableHeading ### Get a Contact by ID Retrieves comprehensive information about a specific contact using their unique ID. ::: :::ExpandableHeading ### Get a Deal Retrieves comprehensive information about a specific deal. ::: :::ExpandableHeading ### Get a Task Retrieves detailed information about a specific task. ::: :::ExpandableHeading ### Get a Ticket Retrieves comprehensive information about a specific support ticket. ::: :::ExpandableHeading ### Get an Event Retrieves comprehensive information about a specific event. ::: :::ExpandableHeading ### List Companies Fetches and displays a list of all companies stored in your account. ::: :::ExpandableHeading ### List Contacts Fetches and displays all contacts from your account. ::: :::ExpandableHeading ### List Deals Fetches and returns a list of all existing deals from your account. ::: :::ExpandableHeading ### List Events Fetches a complete list of events from your account. ::: :::ExpandableHeading ### List Tasks Fetches a list of tasks that match the specified filter criteria. ::: :::ExpandableHeading ### List Tickets Fetches and displays a list of all existing support tickets. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Update a Company Modifies the details of an existing company record. ::: :::ExpandableHeading ### Update a Contact Modifies the details of an existing contact in your database. ::: :::ExpandableHeading ### Update a Deal Modifies the details of a specific existing deal. ::: :::ExpandableHeading ### Update a Task Modifies the details of a specified existing task. ::: :::ExpandableHeading ### Update an Event Modifies the details of a previously created event. ::: :::ExpandableHeading ### Watch Companies Triggers when a company record is added, modified, or accessed in the system. ::: :::ExpandableHeading ### Watch Contact's Tags Triggers when a new tag is assigned to a specific contact in your chosen list. ::: :::ExpandableHeading ### Watch Contacts Triggers when a contact is newly created, modified, or accessed in the system. ::: :::ExpandableHeading ### Watch Deals Triggers when a new deal is added or when an existing deal's details are modified. ::: :::ExpandableHeading ### Watch Events Triggers when a new event is created or an existing event is updated in your calendar. ::: :::ExpandableHeading ### Watch Tasks Triggers when a task is created, reaches its due date, is started, or is marked as completed. ::: :::ExpandableHeading ### Watch Tickets Triggers when a new ticket is created or when an existing ticket is modified. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), 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 - [Agile CRM topics on Make community](https://community.make.com/search?q=Agile%20CRM) - [Agile CRM website](https://www.agilecrm.com/) - [Agile CRM API documentation](https://github.com/agilecrm/rest-api#readme) - [Agile CRM page on make](https://www.make.com/en/integrations/agile-crm) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::