Connect with the Linked Account’s Agile CRM account.
Agile CRM is an API Key based integration and does not require the setup of an app.
To successfully connect with the Agile CRM integration, a Linked Account or an end-user will need to provide the following to connect:
To understand how a Linked Account can get the above mentioned credentials, refer below.
To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below:
Domain
from the URL. Your Login Email is the Email
required.Admin Settings
.Developers & API
in the side menu > Copy the REST API
given. This is the API key.The Linked Account or end-user now have all the credentials required to connect with Agile CRM.
In Cobalt, you can create orchestrations of your use-cases using Agile CRM actions and triggers. Following are the set of Agile CRM actions and triggers supported by Cobalt.
Company
Contacts
Deals
Notes
Tasks
Others
Company
Contacts
Deals
Notes
Tasks
Others
There are no triggers in this application.
Connect with the Linked Account’s Agile CRM account.
Agile CRM is an API Key based integration and does not require the setup of an app.
To successfully connect with the Agile CRM integration, a Linked Account or an end-user will need to provide the following to connect:
To understand how a Linked Account can get the above mentioned credentials, refer below.
To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below:
Domain
from the URL. Your Login Email is the Email
required.Admin Settings
.Developers & API
in the side menu > Copy the REST API
given. This is the API key.The Linked Account or end-user now have all the credentials required to connect with Agile CRM.
In Cobalt, you can create orchestrations of your use-cases using Agile CRM actions and triggers. Following are the set of Agile CRM actions and triggers supported by Cobalt.
Company
Contacts
Deals
Notes
Tasks
Others
Company
Contacts
Deals
Notes
Tasks
Others
There are no triggers in this application.