Agile CRM Integration
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
Update Contact
Create Contact
Add a new unique Contact.
Appended Fields
Agile CRM will append the following data to your lead.
| Appended Field | Description |
|---|---|
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.
| Field | Description |
|---|---|
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).
| Variable | Description |
|---|---|
| Agile Crm Domain | Agile CRM domain |
| Agile Crm Username | Agile CRM Username. This is typically the email address associated with your Agile CRM account |
| Agile Crm Api Key | Agile CRM API key |
| Agile Crm Custom | Custom, non-system, Agile CRM fields |
| Timeout Seconds | Produce 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 Field | Description |
|---|---|
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.
| Field | Description |
|---|---|
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).
| Variable | Description |
|---|---|
| Agile Crm Domain | Agile CRM domain |
| Agile Crm Username | Agile CRM Username. This is typically the email address associated with your Agile CRM account |
| Agile Crm Api Key | Agile CRM API key |
| Agile Crm Custom | Custom, non-system, Agile CRM fields |
| Agile Crm Contact Id | Id of the Contact to be updated |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |