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 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 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 {{product name}} , 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 {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //github com/agilecrm/rest api 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 of your choice add a note creates and attaches a new note to a specific ticket, contact, or deal add an event creates a new event entry in your calendar create a company adds a new company record to your account create a contact adds a new contact to your account create a deal adds a new deal record to your account create a task adds a new task to your project or task list create a ticket generates a new support ticket in the system delete a company removes an existing company record from your account delete a contact removes a selected contact from your account permanently delete a deal permanently removes a selected deal from your account delete a task removes a specified task from your account delete a ticket removes a specified ticket from the system delete an event removes a specified event from your calendar get all messages in a ticket fetches all messages contained in a particular support ticket get a company retrieves detailed information about a specific company 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 detailed information about a specific task get a ticket retrieves comprehensive information about a specific support ticket get an event retrieves comprehensive information about a specific event list companies fetches and displays a list of all companies stored in your account list contacts fetches and displays all contacts from your account list deals fetches and returns a list of all existing deals from your account list events fetches a complete list of events from your account list tasks fetches a list of tasks that match the specified filter criteria list tickets fetches and displays a 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 modifies the details of an existing contact in your database update a deal modifies the details of a specific existing deal update a task modifies the details of a specified existing task update an event modifies the details of a previously created event watch companies triggers when a company record is added, modified, or accessed 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 in the system watch deals triggers when a new deal is added or when an existing deal's details are modified watch events triggers when a new event is created or an existing event is updated in your calendar watch tasks triggers when a task is created, reaches its due date, is started, or is marked as completed watch tickets triggers when a new ticket is created or when 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