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How to connect Knack and Agile CRM
Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or Agile CRM will be your first step. To do this, click "Choose an app," find Knack or Agile CRM, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack 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 Knack 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 Knack 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 Knack 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 Knack, 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 Knack and Agile CRM integration works as expected. Depending on your setup, data should flow between Knack 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 Knack and Agile CRM
Knack + Agile CRM + Slack: When a new record is created in Knack, a new contact is created in Agile CRM. A summary of the new contact information is then sent to a designated Slack channel.
Agile CRM + Knack + Google Sheets: When a contact is updated in Agile CRM, the contact is updated in Knack. Details of the contact update are logged in a Google Sheet for reporting and tracking.
Knack and Agile CRM integration alternatives
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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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FAQ Knack and Agile CRM
How can I connect my Knack account to Agile CRM using Latenode?
To connect your Knack account to Agile CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack and Agile CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate contact creation in Agile CRM from Knack entries?
Yes, you can! Latenode's flexible workflows allow automated contact creation, saving time and ensuring your Agile CRM is always up-to-date with the latest Knack data.
What types of tasks can I perform by integrating Knack with Agile CRM?
Integrating Knack with Agile CRM allows you to perform various tasks, including:
- Creating new Agile CRM contacts from new Knack database entries.
- Updating Agile CRM contact details when a Knack record is modified.
- Triggering Agile CRM marketing campaigns based on Knack data changes.
- Adding Knack data as custom fields to Agile CRM contact profiles.
- Syncing project data between Knack and Agile CRM for reporting.
HowdoIensurethedataissyncedcorrectlybetweenKnackandAgileCRMonLatenode?
Use Latenode's visual editor to map fields accurately between Knack and Agile CRM, then leverage JavaScript blocks for any necessary data transformations.
Are there any limitations to the Knack and Agile CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Large data volumes can impact workflow execution time.
- Real-time syncing depends on Knack and Agile CRM API availability.
