How to connect Confluence and Agile CRM
Create a New Scenario to Connect Confluence 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 Confluence, triggered by another scenario, or executed manually (for testing purposes). In most cases, Confluence or Agile CRM will be your first step. To do this, click "Choose an app," find Confluence or Agile CRM, and select the appropriate trigger to start the scenario.

Add the Confluence Node
Select the Confluence node from the app selection panel on the right.

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Configure the Confluence
Click on the Confluence node to configure it. You can modify the Confluence 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 Confluence 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 Confluence 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 Confluence 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Confluence, 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 Confluence and Agile CRM integration works as expected. Depending on your setup, data should flow between Confluence 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 Confluence and Agile CRM
Confluence + Agile CRM + Slack: When a Confluence page is updated, a task is created in Agile CRM to review the updates and a notification is sent to a Slack channel to inform the team about the changes.
Agile CRM + Google Sheets + Confluence: When a deal is closed in Agile CRM, the relevant information is added to a summary table in Google Sheets, and then a Confluence page is updated with the deal details and summary data from Google Sheets.
Confluence and Agile CRM integration alternatives
About Confluence
Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.
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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
FAQ Confluence and Agile CRM
How can I connect my Confluence account to Agile CRM using Latenode?
To connect your Confluence account to Agile CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Confluence and click on "Connect".
- Authenticate your Confluence and Agile CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Agile CRM contacts from Confluence pages?
Yes, you can! Latenode's flexible workflows let you parse Confluence content and instantly create new contacts in Agile CRM, saving time and ensuring no lead is missed.
What types of tasks can I perform by integrating Confluence with Agile CRM?
Integrating Confluence with Agile CRM allows you to perform various tasks, including:
- Automatically creating Agile CRM tasks from new Confluence pages.
- Updating Agile CRM contacts when Confluence pages are modified.
- Generating Confluence reports based on Agile CRM deal stages.
- Sending Confluence page summaries to Agile CRM contacts.
- Triggering Confluence page creation from new Agile CRM deals.
How does Latenode handle Confluence attachments in Agile CRM workflows?
Latenode can access and process Confluence attachments via its flexible file parsing and API integration, enabling advanced automation of documents.
Are there any limitations to the Confluence and Agile CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Confluence page layouts may require custom parsing logic.
- Rate limits on the Confluence and Agile CRM APIs apply.
- Real-time synchronization depends on API availability.