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Agile CRM

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Table of contents

Step 1: Get an API key from your Agile CRM account

To integrate your Agile CRM account with Plecto, you need to provide an API key. Here's how to find or create a new key:

  1. Open Agile CRM.

  2. Click the dropdown menu in the top-right corner, then select Admin Settings.

  3. You should see a REST API key under the API Key section.

  4. Copy the key and move on to Step 2.

Step 2: Integrate Agile CRM with Plecto

  1. In Plecto, go to Data management > Data sources > + New data source > Agile CRM.

  2. (Optional) Rename your credentials.

  3. Insert the API key you obtained in Step 1.

  4. Enter the email you use to sign into your Agile CRM.

  5. Click Next.

  6. Select the data you want to import.

  7. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  8. Click Next to choose how much data to import and how long you want to keep it in the data source.

  9. Click Import to finish.

Available data

Our integration with Agile CRM currently allows you to import the following data:

  • Companies

  • Contacts

  • Events

  • Milestones