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How to connect Miro and Agile CRM
Create a New Scenario to Connect Miro 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 Miro, triggered by another scenario, or executed manually (for testing purposes). In most cases, Miro or Agile CRM will be your first step. To do this, click "Choose an app," find Miro or Agile CRM, and select the appropriate trigger to start the scenario.
Add the Miro Node
Select the Miro 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 Miro 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 Miro 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 Miro 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 Miro, 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 Miro and Agile CRM integration works as expected. Depending on your setup, data should flow between Miro 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 Miro and Agile CRM
Miro + Agile CRM + Slack: When a new board is created in Miro, a contact is created in Agile CRM. A summary of the new board and contact information is then posted to a designated Slack channel.
Agile CRM + Google Meet + Miro: When a deal's milestone changes in Agile CRM, schedule a celebratory meeting in Google Meet. Create a new Miro board to use as a virtual high-five board during the meeting.
Miro and Agile CRM integration alternatives
About Miro
Automate Miro board updates based on triggers from other apps. Latenode connects Miro to your workflows, enabling automatic creation of cards, text, or frames. Update Miro based on data from CRMs, databases, or project management tools, reducing manual work. Perfect for agile project tracking and visual process management, inside fully automated scenarios.
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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 Miro and Agile CRM
How can I connect my Miro account to Agile CRM using Latenode?
To connect your Miro account to Agile CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Miro and click on "Connect".
- Authenticate your Miro 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 Miro board data?
Yes, you can! Latenode's visual editor makes it simple to map Miro data to Agile CRM, automating contact creation and ensuring your CRM stays updated with the latest board insights.
What types of tasks can I perform by integrating Miro with Agile CRM?
Integrating Miro with Agile CRM allows you to perform various tasks, including:
- Create new Agile CRM contacts from Miro sticky notes.
- Update Agile CRM deals based on Miro board status changes.
- Send Miro board snapshots to Agile CRM as contact notes.
- Trigger Agile CRM marketing campaigns from Miro brainstorming sessions.
- Log Miro collaboration hours against Agile CRM projects.
How secure is my Miro data when using Latenode?
Latenode uses advanced encryption and secure authentication protocols to protect your data, ensuring that your Miro information is handled safely and privately.
Are there any limitations to the Miro and Agile CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Miro board structures may require custom JavaScript for data extraction.
- Agile CRM API rate limits may affect high-volume data synchronization.
- Real-time updates depend on the polling interval set in your Latenode workflow.
