Agile CRM and Zapier Integration

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Connect Agile CRM to Zapier for streamlined lead management and automated task triggers. Latenode's visual editor simplifies complex workflows, while affordable execution pricing handles scaling without cost spikes. Customize every step with JavaScript when needed.

Swap Apps

Agile CRM

Zapier

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Agile CRM and Zapier

Create a New Scenario to Connect Agile CRM and Zapier

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – 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 Zapier will be your first step. To do this, click "Choose an app," find Agile CRM or Zapier, 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.

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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.

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Agile CRM

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Connect Agile CRM

Sign In

Run node once

Add the Zapier Node

Next, click the plus (+) icon on the Agile CRM node, select Zapier from the list of available apps, and choose the action you need from the list of nodes within Zapier.

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Agile CRM

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Zapier

Authenticate Zapier

Now, click the Zapier node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zapier settings. Authentication allows you to use Zapier through Latenode.

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Agile CRM

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Zapier

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Sign In

Run node once

Configure the Agile CRM and Zapier Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Zapier Oauth 2.0

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Change

Select an action *

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Map

The action ID

Run node once

Set Up the Agile CRM and Zapier Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Zapier

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Trigger on Webhook

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Save and Activate the Scenario

After configuring Agile CRM, Zapier, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the Agile CRM and Zapier integration works as expected. Depending on your setup, data should flow between Agile CRM and Zapier (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Agile CRM and Zapier

Agile CRM + Google Sheets: When a new contact is added to Agile CRM, the contact's information is added as a new row in a Google Sheet for reporting and tracking purposes.

Agile CRM + Slack: When a new lead is added to Agile CRM, a message is sent to a designated Slack channel to notify the sales team about the new lead.

Agile CRM and Zapier integration alternatives

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 — all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.

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About Zapier

Use Zapier within Latenode for extended app connectivity. Trigger Latenode workflows from 6000+ apps. Solve complex automation gaps by combining Zapier’s breadth with Latenode's advanced logic, like custom JS scripts, affordable pricing, and browser automation. Simplify intricate tasks that need more than basic Zapier steps.

See how Latenode works

FAQ Agile CRM and Zapier

How can I connect my Agile CRM account to Zapier using Latenode?

To connect your Agile CRM account to Zapier on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Agile CRM and click on "Connect".
  • Authenticate your Agile CRM and Zapier accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Agile CRM contacts from new Zapier leads?

Yes, you can! Latenode's visual editor makes it simple to map data between Zapier and Agile CRM, keeping your contact information current and saving time on manual updates.

What types of tasks can I perform by integrating Agile CRM with Zapier?

Integrating Agile CRM with Zapier allows you to perform various tasks, including:

  • Create new Agile CRM contacts from new Zapier form submissions.
  • Update Agile CRM deals when a Zapier payment is received.
  • Add Agile CRM tasks when new Zapier calendar events are created.
  • Send Agile CRM emails when a Zapier survey is completed.
  • Log new Agile CRM calls based on Zapier call data.

How does Latenode enhance data transformations for Agile CRM?

Latenode provides powerful no-code tools and JavaScript support for advanced data manipulation, ensuring your Agile CRM data is formatted precisely as needed.

Are there any limitations to the Agile CRM and Zapier integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript coding.
  • Real-time updates depend on the polling frequency of Zapier.
  • Large data volumes can impact workflow execution time.

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