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:
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.
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.
To get the API Key, login to Agile CRM, go to Admin settings and API section as shown here.
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.
Your Agile CRM account is now successfully linked.