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Automatically send Userback feedback to Agile CRM to enrich customer profiles and trigger sales actions. Use Latenode's visual editor and affordable execution-based pricing to tailor this integration to your exact sales process.
Connect Agile CRM and Userback in minutes with Latenode.
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Create a New Scenario to Connect Agile CRM and Userback
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 Userback will be your first step. To do this, click "Choose an app," find Agile CRM or Userback, 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 Userback Node
Next, click the plus (+) icon on the Agile CRM node, select Userback from the list of available apps, and choose the action you need from the list of nodes within Userback.
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Userback
Authenticate Userback
Now, click the Userback node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Userback settings. Authentication allows you to use Userback through Latenode.
Configure the Agile CRM and Userback 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 Userback 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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Userback
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, Userback, 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 Userback integration works as expected. Depending on your setup, data should flow between Agile CRM and Userback (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Userback + Agile CRM + Slack: When new feedback is created in Userback, a contact is created or updated in Agile CRM. A notification is then sent to a designated Slack channel to alert the sales team about the new feedback and contact.
Userback + Agile CRM + Jira: When new feedback is created in Userback, a contact is created or updated in Agile CRM. Then, an issue is created in Jira, linking back to the contact in Agile CRM for context and follow-up.
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 Userback
Use Userback in Latenode to automate feedback loops. Collect user feedback, then trigger actions based on sentiment or keywords. Route bug reports, feature requests, and support queries directly into your workflows. Close the loop faster and with greater accuracy than standalone solutions.
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How can I connect my Agile CRM account to Userback using Latenode?
To connect your Agile CRM account to Userback on Latenode, follow these steps:
Can I automatically create Agile CRM contacts from new Userback feedback?
Yes, you can! Latenode enables seamless contact creation using no-code blocks. Capture feedback in Userback and instantly generate new leads in Agile CRM, streamlining your sales process.
What types of tasks can I perform by integrating Agile CRM with Userback?
Integrating Agile CRM with Userback allows you to perform various tasks, including:
HowsecureistheAgileCRMintegrationonLatenodewithsensitivecustomerdata?
Latenode uses advanced encryption and secure data handling practices to protect your Agile CRM and Userback data at all times, ensuring complete privacy.
Are there any limitations to the Agile CRM and Userback integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: