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How to connect Agile CRM and AI Agent
Create a New Scenario to Connect Agile CRM and AI Agent
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or AI Agent will be your first step. To do this, click "Choose an app," find Agile CRM or AI Agent, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
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Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the AI Agent Node
Next, click the plus (+) icon on the Agile CRM node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.
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Authenticate AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Configure the Agile CRM and AI Agent Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Agile CRM and AI Agent Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Agile CRM, AI Agent, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Agile CRM and AI Agent integration works as expected. Depending on your setup, data should flow between Agile CRM and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Agile CRM and AI Agent
Agile CRM + AI Agent + Slack: When a new contact is added to Agile CRM, an AI Agent generates a personalized follow-up message. The sales team receives a notification in Slack with the generated message and contact details.
Agile CRM + AI Agent + Google Sheets: When a new event occurs in Agile CRM, an AI Agent summarizes the customer interaction. The summary is then logged to a Google Sheet, along with relevant contact details from Agile CRM.
Agile CRM and AI Agent integration alternatives
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports — all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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See how Latenode works
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FAQ Agile CRM and AI Agent
How can I connect my Agile CRM account to AI Agent using Latenode?
To connect your Agile CRM account to AI Agent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Agile CRM and click on "Connect".
- Authenticate your Agile CRM and AI Agent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically analyze customer sentiment from Agile CRM data?
Yes, you can! Latenode's AI Agent integration allows for automated sentiment analysis, enhancing your CRM data and enabling data-driven decisions efficiently.
What types of tasks can I perform by integrating Agile CRM with AI Agent?
Integrating Agile CRM with AI Agent allows you to perform various tasks, including:
- Automatically generate personalized email responses based on CRM data.
- Summarize customer interactions from Agile CRM and store them.
- Identify high-potential leads based on AI-driven scoring models.
- Create tasks in Agile CRM based on AI Agent's conversation analysis.
- Enrich CRM contact data with AI-generated insights.
How does Latenode handle Agile CRM data security?
Latenode employs robust encryption and access controls, ensuring your Agile CRM data is processed securely within our environment.
Are there any limitations to the Agile CRM and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large data volumes might impact processing time for AI Agent.
- Custom fields in Agile CRM may require specific configuration.
- AI Agent's accuracy depends on the quality of the input data.
