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Enrich Agile CRM leads with up-to-date contact data from RocketReach. Latenode's visual editor makes complex data mapping simple. Customize the automation with JavaScript, and save with our pay-by-execution pricing.
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Create a New Scenario to Connect Agile CRM and RocketReach
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 RocketReach will be your first step. To do this, click "Choose an app," find Agile CRM or RocketReach, 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 RocketReach Node
Next, click the plus (+) icon on the Agile CRM node, select RocketReach from the list of available apps, and choose the action you need from the list of nodes within RocketReach.
Agile CRM
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RocketReach
Authenticate RocketReach
Now, click the RocketReach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RocketReach settings. Authentication allows you to use RocketReach through Latenode.
Configure the Agile CRM and RocketReach 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 RocketReach 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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RocketReach
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, RocketReach, 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 RocketReach integration works as expected. Depending on your setup, data should flow between Agile CRM and RocketReach (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RocketReach + Agile CRM + Gmail: When a person is found in RocketReach, their information is used to create a new contact in Agile CRM. Then, a personalized email is sent to the new contact via Gmail.
RocketReach + Agile CRM + LinkedIn: When a person is found in RocketReach, their information is used to create a new contact in Agile CRM. Then a connection request is sent to the contact via LinkedIn by posting a text post mentioning the contact.
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 RocketReach
Find verified contact data with RocketReach, then automate outreach in Latenode. Build workflows that instantly add leads to your CRM, trigger personalized email sequences, and update spreadsheets. Stop manual data entry and scale lead generation with no-code ease, paying only for execution time.
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How can I connect my Agile CRM account to RocketReach using Latenode?
To connect your Agile CRM account to RocketReach on Latenode, follow these steps:
Can I automatically enrich new Agile CRM contacts with RocketReach data?
Yes, Latenode automates contact enrichment! Triggered by new Agile CRM entries, RocketReach data flows seamlessly, saving time and ensuring complete, up-to-date contact information.
What types of tasks can I perform by integrating Agile CRM with RocketReach?
Integrating Agile CRM with RocketReach allows you to perform various tasks, including:
How does Latenode handle Agile CRM's API rate limits?
Latenode intelligently manages API calls, ensuring smooth operation within Agile CRM's limits. Advanced queueing and error handling prevent disruptions.
Are there any limitations to the Agile CRM and RocketReach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: