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How to connect Kintone and Agile CRM
Create a New Scenario to Connect Kintone 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 Kintone, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kintone or Agile CRM will be your first step. To do this, click "Choose an app," find Kintone or Agile CRM, and select the appropriate trigger to start the scenario.
Add the Kintone Node
Select the Kintone node from the app selection panel on the right.
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Add the Agile CRM Node
Next, click the plus (+) icon on the Kintone 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 Kintone 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 Kintone 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 Kintone, 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 Kintone and Agile CRM integration works as expected. Depending on your setup, data should flow between Kintone 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 Kintone and Agile CRM
Kintone + Agile CRM + Slack: When a new record is created in Kintone, a new contact is created in Agile CRM. Then, a notification message is sent to a Slack channel.
Agile CRM + Kintone + Google Sheets: When a deal is closed in Agile CRM, a record is retrieved from Kintone, and then the data is used to update a row in a Google Sheets sales performance dashboard.
Kintone and Agile CRM integration alternatives
About Kintone
Integrate Kintone into Latenode to automate custom application workflows. Sync data, trigger actions, and manage processes without code. Extend Kintone's capabilities with Latenode's visual builder, JavaScript functions, and AI tools to automate data validation, reporting, and notifications. Scale efficiently and only pay for what you use.
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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 Kintone and Agile CRM
How can I connect my Kintone account to Agile CRM using Latenode?
To connect your Kintone account to Agile CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kintone and click on "Connect".
- Authenticate your Kintone 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 new Kintone records?
Yes, you can! Latenode allows seamless data transfer between Kintone and Agile CRM, automatically creating new contacts. Leverage Latenode's low-code approach to easily trigger actions.
What types of tasks can I perform by integrating Kintone with Agile CRM?
Integrating Kintone with Agile CRM allows you to perform various tasks, including:
- Create new Agile CRM deals when a Kintone record reaches a certain stage.
- Update Kintone records when a contact's status changes in Agile CRM.
- Sync contact information between Kintone and Agile CRM for data consistency.
- Trigger email marketing campaigns in Agile CRM from Kintone record updates.
- Generate reports combining data from Kintone and Agile CRM using Latenode's tools.
CanIuseJavaScripttomanipulatedatabetweenKintoneandAgileCRMonLatenode?
Yes, you can! Latenode's JavaScript blocks allow you to transform data between Kintone and Agile CRM with custom logic, going beyond simple field mapping.
Are there any limitations to the Kintone and Agile CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript knowledge.
- Real-time synchronization depends on the API request limits of both Kintone and Agile CRM.
- Custom field mappings may need adjustments if either Kintone or Agile CRM API changes.
