Agile CRM

Agile CRM Help & Support

  • How to Get Started with Agile CRM
  • Common Problems with Agile CRM
  • Popular Things To Do With Agile CRM

How to Get Started with Agile CRM

The first thing you'll need to do to get started with hooking up Agile CRM with Zapier and the hundreds of services we work with is adding your Agile CRM Account to Zapier. When the time is right, we'll ask you to add your Agile CRM account:

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Next you will need to give a handy name for your Agile CRM account linked within Zapier. Then, you will need to give your Agile CRM account details as seen here.

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Username - This is the user ID (email address) you use to login to Agile CRM

API Key or Password - You can either give your Agile CRM’s password or API Key here.

How to get your Agile CRM API key#

To get the API Key, login to Agile CRM, go to Admin settings and API section as shown here.

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Just copy the API key from here and paste it in the relevant field.

Domain - This is your Agile CRM’s domain. If you login to Agile CRM at http://mycompany.agilecrm.com, then enter ‘mycompany’ here (without quotes).

After this, Zapier will verify your account details and tell you if everything is fine.

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Your Agile CRM account is now successfully linked.

If there is a problem with the settings you gave, there will be an error message like “authorization failed: Javascript Exception”. You will need to verify the settings and try again.

Common Problems with Agile CRM

I've added a tag to a contact but it's not triggering#

The New Tag to Contact trigger won't work if the tag has spaces in it. To fix this, delete the tag you've created and create a brand new one without the space in it. Add it to your contact and it should trigger the zap.

My contact wasn't created#

If your task is successful but the contact wasn't created in Agile, check to make sure that the tags you are using do not have any spaces or numbers in them. Also, make sure that the If Duplicate Found field is set to either "Don't do anything" or "Update Existing Contact."

Popular Things To Do With Agile CRM

Add new MailChimp subscribers to Agile CRM contacts

Mailchimp + Agile CRM

Try It

Create contacts on Agile CRM from new responses to your Facebook Lead Ads

Facebook Lead Ads + Agile CRM

Add new ClickFunnels contacts to AgileCRM

ClickFunnels + Agile CRM

Turn new contacts in Agile CRM into MailChimp subscribers

Agile CRM + Mailchimp

Update Agile CRM contacts from new Typeform entries

Typeform + Agile CRM

Turn new Google Sheets rows into Agile CRM contacts

Google Sheets + Agile CRM

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