Agile CRM is an easy, powerful and affordable all-in-one Customer Relationship Management tool for small and medium businesses. Automate your sales and marketing in one platform and make the most of Agile's modern features & integrations.
Below you'll find detailed information, specifically for Agile CRM integrations:
Supported Agile CRM Integrations
Authorizing Agile CRM
To connect your account, we need your Subdomain, Username and Rest API Key.
If you already authorized Agile CRM account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
- HAS TAG
- LEAD SCORE
- OWNED BY
- STAR VALUE
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- ADD / REMOVE TAG
- SET OWNER TO
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Agile CRM fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
Customizable Field Mapping
You can custom map your Agile CRM Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
In connections between Google Contacts and Agile CRM, you are able to sync deletions one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Agile CRM. You will be able to review this segment first before deleting or taking any other action in Agile CRM too.
In connections between Agile CRM and some marketing tools we support such as e.g. MailChimp, you are able to sync unsubscribes one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in Agile CRM. You will be able to review this segment first before taking any action in Agile CRM too.