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Sync Businessmap project status updates to Agile CRM to trigger sales actions automatically. Latenode's visual editor and JavaScript blocks offer unmatched flexibility. Scale your automation affordably based on execution time.
Connect Businessmap and Agile CRM in minutes with Latenode.
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Create a New Scenario to Connect Businessmap and Agile CRM
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 Businessmap, triggered by another scenario, or executed manually (for testing purposes). In most cases, Businessmap or Agile CRM will be your first step. To do this, click "Choose an app," find Businessmap or Agile CRM, and select the appropriate trigger to start the scenario.
Add the Businessmap Node
Select the Businessmap node from the app selection panel on the right.
Businessmap
Configure the Businessmap
Click on the Businessmap node to configure it. You can modify the Businessmap 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 Businessmap node, select Agile CRM from the list of available apps, and choose the action you need from the list of nodes within Agile CRM.
Businessmap
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Agile CRM
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 Businessmap 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 Businessmap and Agile CRM 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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Agile CRM
Trigger on Webhook
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Businessmap
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Businessmap, Agile CRM, 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 Businessmap and Agile CRM integration works as expected. Depending on your setup, data should flow between Businessmap and Agile CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Businessmap + Agile CRM + Google Sheets: When a card's status changes in Businessmap, the automation updates the corresponding contact's data in Agile CRM and logs the completion time and other relevant details in a Google Sheet for tracking project performance.
Agile CRM + Businessmap + Slack: When a new contact is created in Agile CRM, the automation creates a new project card in Businessmap and sends a notification in Slack to the project team.
About Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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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 β all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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How can I connect my Businessmap account to Agile CRM using Latenode?
To connect your Businessmap account to Agile CRM on Latenode, follow these steps:
Can I automatically create Agile CRM contacts from new Businessmap cards?
Yes, you can! Latenode lets you automate contact creation, enriching data with AI. This saves time and improves lead management with instant Agile CRM updates.
What types of tasks can I perform by integrating Businessmap with Agile CRM?
Integrating Businessmap with Agile CRM allows you to perform various tasks, including:
How does Latenode handle complex Businessmap data transformations?
Latenode offers no-code tools and JavaScript code blocks, enabling powerful data manipulations and custom logic for advanced automation.
Are there any limitations to the Businessmap and Agile CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: