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.Â
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.Â
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.Â
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
Agile CRM
> Query Objects
Sheet Director
Google Sheets
Setting Up Agile CRM in Sheet Director
Choose App and Service :Â
Select Agile CRM from the list of applications.Â
Select Service.Â
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 ?Â
Log into your Agile CRM account.Â
From the top right of your main Agile CRM dashboard page, click on your name/icon, then click on Admin Settings.
From the left-hand menu, click on Developers & API. You will see your API key as well as your Javascript API key for tracking.Â
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.Â
Select the required fields.Â
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.
Click on execute to pull the data into sheet.
Click save to save the service.
Sample Output
Google Sheet to Agile CRM - Post
Entity
Select the entity object that you need to post to.Â
Select Apply Template or Setup Manually.Â
Select Apply Template to add a default template.Â
Select Setup Manually to select manually.Â
Source SheetÂ
Choose the sheet that contains post records.Â
Enter the Start at cell value.Â
(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)Â
Select the Status columnÂ
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)Â
Select the Result columnÂ
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)Â
Mapping
After selecting the entity it will ask for intelligent mappingÂ
If you need to do intelligent mapping click on yesÂ
Intelligent mapping will map the matching fields automaticallyÂ
You can do manual mapping by selecting Column drop downÂ
You can delete the field by click on delete icon on top of each filed mapÂ
You can't delete mandatory* fieldsÂ
Click on execute will ask for confirmationÂ
Click save to save the serviceÂ
It will show number of records ready to postÂ
Click post now to post the records on Agile CRM.
Sample Output
It will show the count of number of records posted successfully and failed to post.Â
Google Sheet to Agile CRM - Sync
Select service as Synchronize Agile CRM.
Select the Max results required.
Synchronize settings:
Synchronization Keys:
The keys will be used for matching rows in Google Sheets with data in Agile CRM.
Conflict Resolution:Â
When Synchronization happens, there could be a conflict of data between Google Sheets and Agile CRM.
Agile CRM Wins
Google Sheet Wins
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
Select Agile CRM.
The latest updated data from Agile CRM will be updated in Google Sheets.
Choose the spreadsheet to store data.
Select the required cell value.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Agile CRM will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
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.
Google Sheet Wins
Select Google Sheet Wins.
The latest updated data from Google Sheet will be updated into Agile CRM.
Select the sheet to store the output.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
Click Save to save.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Agile CRM will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
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.
