Agile CRM Integration

PRICING

Standard Transactional Pricing

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VERSION

1.1.1

ADDITIONAL INFO

Agile CRM Website

Overview

An "All-in-One" CRM for your sales, marketing, and service teams that is affordable, cloud-based, mobile-ready, and simple to use.


Create Contact

Add a new unique Contact.

Appended Fields

Agile CRM will append the following data to your lead.

Appended FieldDescription
Outcome
The outcome of the post
Reason
If the outcome was not success, this is the reason

Fields

The following fields are used by this integration and automatically added to your flow when missing.

FieldDescription
First Name
Required fieldAgile CRM needs this data to function.
First name, defaults to the lead's 'first_name' field
Last Name
Last name, defaults to the lead's 'last_name' field
Title
Title, defaults to the lead's 'title' field
Email
Email address, defaults to the lead's 'email' field
Website
Website, defaults to the lead's 'website' field
Address 1
Street address, defaults to the lead's 'address_1' field
City
City, defaults to the lead's 'city' field
State
State, defaults to the lead's 'state' field
Postal Code
State, defaults to the lead's 'postal_code' field
Trustedform Cert Url
TrustedForm Cert Url, defaults to the lead's 'trustedform_cert_url' field
Company Name
Name of company/employer, defaults to the lead's "Company Name" field
Phone 1
Required fieldAgile CRM needs this data to function.
Phone number, defaults to the lead's 'phone_1' field

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Agile Crm DomainAgile CRM domain
Agile Crm UsernameAgile CRM Username. This is typically the email address associated with your Agile CRM account
Agile Crm Api KeyAgile CRM API key
Agile Crm Custom Custom, non-system, Agile CRM fields
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default: 360)

Update Contact

Update a Contact.

Appended Fields

Agile CRM will append the following data to your lead.

Appended FieldDescription
Outcome
The outcome of the post
Reason
If the outcome was not success, this is the reason

Fields

The following fields are used by this integration and automatically added to your flow when missing.

FieldDescription
First Name
Required fieldAgile CRM needs this data to function.
First name, defaults to the lead's 'first_name' field
Last Name
Last name, defaults to the lead's 'last_name' field
Title
Title, defaults to the lead's 'title' field
Email
Email address, defaults to the lead's 'email' field
Website
Website, defaults to the lead's 'website' field
Address 1
Street address, defaults to the lead's 'address_1' field
City
City, defaults to the lead's 'city' field
State
State, defaults to the lead's 'state' field
Postal Code
State, defaults to the lead's 'postal_code' field
Trustedform Cert Url
TrustedForm Cert Url, defaults to the lead's 'trustedform_cert_url' field
Company Name
Name of company/employer, defaults to the lead's "Company Name" field
Phone 1
Phone number, defaults to the lead's 'phone_1' field

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Agile Crm DomainAgile CRM domain
Agile Crm UsernameAgile CRM Username. This is typically the email address associated with your Agile CRM account
Agile Crm Api KeyAgile CRM API key
Agile Crm Custom Custom, non-system, Agile CRM fields
Agile Crm Contact IdId of the Contact to be updated
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default: 360)