Agile CRM

Google Sheets + Agile CRM Integration

Query from Agile CRM into Google Sheets Or Post data from Google Sheets into Agile CRM

What is Sheet Director?

Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho etc. 

It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on. 

What is Agile CRM?

Agile CRM is the world's first fully integrated sales, marketing and service suite – an All-in-One CRM for small businesses with full sales, marketing and service automation functionality. Agile CRM is used and trusted by over 15,000 customers globally to generate & nurture leads, close deals and support customers. 

Agile CRM to Google Sheets: Use Case(s)

> Pull data from Agile CRM objects and store it into a google sheet - Query

> Push data from Google sheet to Agile CRM - Post

> Synchronize data between Google Sheet and Agile CRM - Synchronize

Agile CRM

Sheet Director

Google Sheets

Demo Video: How to integrate Google Sheets & Agile CRM?

Setting Up Agile CRM in Sheet Director

Choose App and Service : 

Agile CRM Configuration

Where to find Agile CRM API Key ? 

Where to find domain name?

Agile CRM to Google Sheet - Query

Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Google Sheet to Agile CRM - Post


Source Sheet 

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


Sample Output

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

Google Sheet to Agile CRM - Sync

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheets with data in Agile CRM.

Conflict Resolution: 

Agile CRM Wins: Latest data from Agile CRM will be updated in Google Sheets.

Google Sheet Wins: Latest data from Google Sheets will be updated in Agile CRM.

Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.

Agile CRM Wins

Sample Output

Google Sheet Wins

Sample Output