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Automate seamless project handoffs: When a deal closes in Agile CRM, automatically create a new project in Businessmap with Latenode's visual editor. Scale automations affordably with execution-based pricing and JavaScript customization.
Connect Agile CRM and Businessmap in minutes with Latenode.
Create Agile CRM to Businessmap workflow
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Create a New Scenario to Connect Agile CRM and Businessmap
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 Businessmap will be your first step. To do this, click "Choose an app," find Agile CRM or Businessmap, 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.
Agile CRM
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 Businessmap Node
Next, click the plus (+) icon on the Agile CRM node, select Businessmap from the list of available apps, and choose the action you need from the list of nodes within Businessmap.
Agile CRM
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Businessmap
Authenticate Businessmap
Now, click the Businessmap node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Businessmap settings. Authentication allows you to use Businessmap through Latenode.
Configure the Agile CRM and Businessmap 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 Businessmap Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Businessmap
Trigger on Webhook
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Agile CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, Businessmap, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Agile CRM and Businessmap integration works as expected. Depending on your setup, data should flow between Agile CRM and Businessmap (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Agile CRM + Businessmap + Slack: When a deal reaches a specific milestone in Agile CRM, a project card is created in Businessmap to manage the post-sale process, and a notification is sent to a designated Slack channel to alert the team.
Businessmap + Agile CRM + Google Sheets: When a card event happens in Businessmap, relevant project information is updated in Google Sheets. The contact details related to the project in Agile CRM are then updated with the latest progress from the spreadsheet.
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 β all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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About Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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How can I connect my Agile CRM account to Businessmap using Latenode?
To connect your Agile CRM account to Businessmap on Latenode, follow these steps:
Can I automatically create Businessmap cards from new Agile CRM contacts?
Yes, you can! Latenode lets you visually automate this process, instantly creating cards in Businessmap when new contacts appear in Agile CRM, ensuring all relevant project data stays synced.
What types of tasks can I perform by integrating Agile CRM with Businessmap?
Integrating Agile CRM with Businessmap allows you to perform various tasks, including:
How secure is Agile CRM data when using Latenode integrations?
Latenode employs advanced encryption and secure authentication to protect your Agile CRM data during integration and workflow execution, offering a safe and reliable experience.
Are there any limitations to the Agile CRM and Businessmap integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: