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Agile CRM Integration

Agile CRM is a customer relationship management (CRM) platform that helps businesses manage their customer relationships. Its purpose is to provide a simple and intuitive interface for businesses to manage their customer relationships. Agile CRM allows businesses to create customer profiles, manage customer interactions, and track customer activities. Agile CRM is designed to be used by businesses who want to manage their customer relationships.

Triggers

Trigger components allow you to start an automation flow when an event happens in the app.

New Contact

Emit new event when a new contact is created.

New Task

Emit new event when a new task is created.

New Ticket

Emit new event when a new ticket is created.

Actions

Action components allow you to perform operations on the app.

Create Contact

Create a new contact in Agile CRM. See the docs here.

Create Task

Create a new task in Agile CRM. See the docs here.

Create Ticket

Create a new ticket in Agile CRM. See the docs here.

Update Contact

Update an existing contact in Agile CRM. See the docs here.

How to Integrate Agile CRM?

For Agile CRM integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Agile CRM.
  5. Drag and drop the Agile CRM component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Agile CRM account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!