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Sync Agile CRM leads to Lark for instant team notifications and streamlined collaboration. Latenode's visual editor makes setup simple, while affordable execution-based pricing saves on high-volume alerts, offering superior value and control.
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Create a New Scenario to Connect Agile CRM and Lark
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 Lark will be your first step. To do this, click "Choose an app," find Agile CRM or Lark, 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 Lark Node
Next, click the plus (+) icon on the Agile CRM node, select Lark from the list of available apps, and choose the action you need from the list of nodes within Lark.
Agile CRM
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Lark
Authenticate Lark
Now, click the Lark node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Lark settings. Authentication allows you to use Lark through Latenode.
Configure the Agile CRM and Lark 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 Lark 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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Lark
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, Lark, 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 Lark integration works as expected. Depending on your setup, data should flow between Agile CRM and Lark (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Agile CRM + Google Sheets + Lark: When a new contact is added in Agile CRM, a new row is added to a Google Sheet to log the contact details, and then a message is sent to a Lark group chat to notify the team.
Lark + Agile CRM + Slack: When a new message is sent in a Lark group chat, a priority task is created in Agile CRM, and a notification is sent to a dedicated channel in Slack.
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 Lark
Use Lark within Latenode to centralize team comms & automate notifications based on workflow triggers. Aggregate messages, streamline approvals, and post updates to specific channels. Benefit from Latenode's visual editor and logic tools for advanced routing that keeps everyone informed and aligned.
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How can I connect my Agile CRM account to Lark using Latenode?
To connect your Agile CRM account to Lark on Latenode, follow these steps:
Can I automatically create Lark messages from new Agile CRM contacts?
Yes, Latenode enables this. Automatically send welcome messages in Lark when a new contact is added in Agile CRM. Benefit from instant engagement and nurture leads effectively.
What types of tasks can I perform by integrating Agile CRM with Lark?
Integrating Agile CRM with Lark allows you to perform various tasks, including:
How do I trigger automations from Agile CRM events in Latenode?
Use Agile CRM's webhooks with Latenode's HTTP Request trigger to start workflows from Agile CRM. This enables real-time automation based on CRM events.
Are there any limitations to the Agile CRM and Lark integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: