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Automatically update Agile CRM contacts with lead data extracted from Captions-powered video interactions. Latenode's visual editor simplifies complex data mapping, while affordable execution-based pricing lets you scale your automation without cost concerns.
Connect Agile CRM and Captions in minutes with Latenode.
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Create a New Scenario to Connect Agile CRM and Captions
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 Captions will be your first step. To do this, click "Choose an app," find Agile CRM or Captions, 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 Captions Node
Next, click the plus (+) icon on the Agile CRM node, select Captions from the list of available apps, and choose the action you need from the list of nodes within Captions.
Agile CRM
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Captions
Authenticate Captions
Now, click the Captions node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Captions settings. Authentication allows you to use Captions through Latenode.
Configure the Agile CRM and Captions 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 Captions 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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Captions
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, Captions, 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 Captions integration works as expected. Depending on your setup, data should flow between Agile CRM and Captions (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Agile CRM + Captions + Slack: When a deal's milestone changes in Agile CRM, Captions generates a thank you video. Slack then notifies the sales team in a dedicated channel about the completed video.
Captions + Agile CRM + Google Sheets: When Captions generates a video testimonial, the flow automatically logs the video engagement data into Agile CRM as an event and adds a new row to a Google Sheet for tracking purposes.
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 Captions
Need accurate, automated captions for videos? Integrate Captions with Latenode to generate and sync subtitles across platforms. Automate video accessibility for marketing, training, or support. Latenode adds scheduling, file handling, and error control to Captions, making scalable captioning workflows simple and efficient.
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How can I connect my Agile CRM account to Captions using Latenode?
To connect your Agile CRM account to Captions on Latenode, follow these steps:
Can I trigger Captions transcript creation from new Agile CRM contacts?
Yes! Latenode's visual editor makes this easy. Automatically transcribe Captions videos when new contacts are added to Agile CRM, boosting engagement and saving time.
What types of tasks can I perform by integrating Agile CRM with Captions?
Integrating Agile CRM with Captions allows you to perform various tasks, including:
How do I use JavaScript with my Agile CRM Latenode workflows?
Latenode supports custom JavaScript. Add code blocks to manipulate data between Agile CRM and Captions for advanced logic and flexibility.
Are there any limitations to the Agile CRM and Captions integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: