Agile CRM to Google Sheets: Query from Agile CRM into Google Sheets OR Post data from Google Sheets into Agile CRM 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.
Agile CRM to Google Sheets: Use Case(s)
> Pull all data from Agile CRM objects and store it into a google sheet
> Push data from Google sheet to Agile CRM.
> Query Objects
Setting Up Agile CRM in Sheet Director
Choose App and Service :
Select Agile CRM from the list of applications.
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 ?
Log into your Agile CRM account.
From the top right of your main Agile CRM dashboard page, click on your name/icon, then click on Admin Settings.
Where to find domain name?
Login to agile CRM dashboard.
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 required destination Sheet. (or)
Create a new sheet by clicking the add icon.
Mention the starting cell.
Switch on include header if required.
Switch on clear sheet before execution to clear the existing sheet data.
Switch on Run automatically to execute services automatically in background.
Switch on Notify on Execution if notification email needs to be send during execution.
Click on Setup Email Template and customize the email as required.
Click on Pick Drive Files to attach files from Drive to email.
Switch on Add attachments from Google Sheets to add attachments from Google sheets.
Select the required sheet tab.
Select Full Sheet or Range.
If range is selected select the required range.
Switch on Attach PDF to attach the sheet tab as PDF.
Click on execute to pull the data into sheet.
Click save to save the service.
Google Sheet to Agile CRM - Post
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.
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)
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.