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How to connect AI Agent and Agile CRM
Create a New Scenario to Connect AI Agent and Agile CRM
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 AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or Agile CRM will be your first step. To do this, click "Choose an app," find AI Agent or Agile CRM, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
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Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Agile CRM Node
Next, click the plus (+) icon on the AI Agent node, select Agile CRM from the list of available apps, and choose the action you need from the list of nodes within Agile CRM.
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Authenticate Agile CRM
Now, click the Agile CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Agile CRM settings. Authentication allows you to use Agile CRM through Latenode.
Configure the AI Agent and Agile CRM 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 AI Agent and Agile CRM 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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Save and Activate the Scenario
After configuring AI Agent, Agile CRM, 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 AI Agent and Agile CRM integration works as expected. Depending on your setup, data should flow between AI Agent and Agile CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect AI Agent and Agile CRM
Agile CRM + AI Agent + Slack: When a new deal is created in Agile CRM, an AI Agent summarizes relevant customer interactions and updates the deal's notes. Slack then alerts the sales team about the new deal and the AI summary.
Agile CRM + AI Agent + Google Sheets: When a new contact is created in Agile CRM, the AI Agent enriches the contact's data. The enriched data is then added as a new row in Google Sheets for analysis and reporting.
AI Agent and Agile CRM integration alternatives
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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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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See how Latenode works
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FAQ AI Agent and Agile CRM
How can I connect my AI Agent account to Agile CRM using Latenode?
To connect your AI Agent account to Agile CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AI Agent and click on "Connect".
- Authenticate your AI Agent and Agile CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update contact details in Agile CRM based on AI Agent data?
Yes, you can! Latenode enables real-time data sync. Automatically update contact info in Agile CRM when AI Agent detects changes, saving time and ensuring data accuracy.
What types of tasks can I perform by integrating AI Agent with Agile CRM?
Integrating AI Agent with Agile CRM allows you to perform various tasks, including:
- Automatically qualify leads in Agile CRM based on AI Agent analysis.
- Generate personalized email campaigns using AI Agent insights for Agile CRM contacts.
- Analyze customer sentiment from AI Agent and update contact scores in Agile CRM.
- Create new Agile CRM contacts from leads identified by AI Agent.
- Trigger automated sales sequences in Agile CRM based on AI Agent triggers.
How does Latenode improve AI Agent data use?
Latenode enhances AI Agent's value by connecting it to real-world business processes, automating actions and scaling data-driven decisions using advanced workflows.
Are there any limitations to the AI Agent and Agile CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex AI Agent workflows may require more advanced configuration.
- Real-time data synchronization depends on the API limits of both services.
- Custom AI Agent models might need specific Latenode configurations.
