Agile CRM integration
Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.
What your agents can do with Agile CRM
16 pre-built Agile CRM tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (13)
Update Deal
Updates an existing deal in Agile CRM.
Update Deal Note
Update a note attached to a deal.
Update Contact
Update an existing contact in Agile CRM.
Update Company
Updates an existing company in Agile CRM.
Create Ticket
Create a new ticket in Agile CRM.
Create Task
Create a new task in Agile CRM.
Create Deal
Create a new deal in Agile CRM.
Create Deal Note
Adds a note to a deal.
Create Contact
Create a new contact in Agile CRM.
Create Contact Note
Adds a note to a contact.
Create Company
Create a new company in Agile CRM.
Add Tags to Contact
Adds a tag or tags to an existing contact.
And 1 more, available in the tool step browser.
Triggers (3)
New Ticket
Emit new event when a new ticket is created.
New Task
Emit new event when a new task is created.
New Contact
Emit new event when a new contact is created.
Set up Agile CRM in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Agile CRM account
In Relevance AI, open Integrations and add Agile CRM, then paste your API Key, Username, and Domain. You will find it in your Agile CRM account settings.
Use Agile CRM in an agent
Create a tool, add a Agile CRM tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Agile CRM to work in your agents
Connect Agile CRM alongside 1,800+ other integrations and let your agents run the busywork.