Agile CRM

Choose App and Service : 

• Select Agile CRM from the list of applications. 

• Select Service. 

Agile CRM Configuration

• Enter your API key in key text box.

• Enter your domain name in domain name text box.

• Click on connect to Agile CRM to connect to Agile CRM so that you can pull data.

Where to find Agile CRM API Key ? 

1. Log into your Agile CRM account. 

2. From the top right of your main Agile CRM dashboard page, click on your name/icon, then click on Admin Settings.

3. From the left-hand menu, click on Developers & API. You will see your API key as well as your Javascript API key for tracking. 

Where to find domain name?

1. Login to agile CRM dashboard.

2. Search in URL of the agile CRM. In right side you can see domain name as highlighted.

• If Agile CRM is connected successfully the following screen appears. 

• Select the required fields. 

Destination Settings:

• Configure the destination settings to save the executed data.

Scheduler Settings:

• Switch on Run automatically to execute services automatically in background.

Notification Settings:

• Configure the Notification settings to setup the email templates and add attachments.

Entity

• Select the entity object that you need to post to. 

• Select Apply Template or Setup Manually. 

• Select Apply Template to add a default template. 

• Select Setup Manually to select manually. 

Source Sheet 

• Choose the sheet that contains post records. 

• Enter the Start at cell value. 

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side) 

• Select the Status column 

• If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet) 

• Select the Result column 

• If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet) 

Mapping

• After selecting the entity it will ask for intelligent mapping 

• If you need to do intelligent mapping click on yes 

• Intelligent mapping will map the matching fields automatically 

• You can do manual mapping by selecting Column drop down 

• You can delete the field by click on delete icon on top of each filed map 

• You can't delete mandatory* fields 

• Click on execute will ask for confirmation 

• Click save to save the service 

• It will show number of records ready to post 

• Click post now to post the records on Agile CRM.

It will show the count of number of records posted successfully and failed to post. 

Sample Output

• The Status column in the Google Sheets shows the status of the data.

• The newly updated data will be marked as Synced Successfully.

• The old data that already exists will be marked as Already Synchronized.

Sample Output

• The Status column in the Google Sheets shows the status of the data.

• The newly updated data will be marked as Synced Successfully.

• The old data that already exists will be marked as Already Synchronized.