Agile CRM is an API Key based integration and does not require the setup of an app.

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Required Credentials of a Linked Account

To successfully connect with the Agile CRM integration, a Linked Account or an end-user will need to provide the following to connect:

  1. API Key
  2. Email
  3. Domain

To understand how a Linked Account can get the above mentioned credentials, refer below.

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Getting Credentials of Agile CRM

To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below:

  1. Log in to your Agile CRM account and copy your Domain from the URL. Your Login Email is the Email required.
  2. Click on your Profile icon in the top right corner and click on Admin Settings.
  1. Navigate to 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.

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Actions and triggers

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.