Agile CRM

Query from Agile CRM into Google Sheets using Sheet Director.

What is Sheet Director?

Sheet Director is a G Suite 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 G Suite Marketplace and Chrome Web Store. Please check 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.

Use Case(s)

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

Agile CRM

> Query Objects

Sheet Director

Google Sheets

Setting Up Agile CRM in Sheet Director

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.

Agile CRM to Google Sheet - Query

  • If Agile CRM is connected successfully the following screen appears.
  • Select the required fields.
  • Select the destination sheet to save the data or create a new sheet by clicking the Add new icon.

Sample Output