Missive and Agile CRM Integration

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Automatically create or update Agile CRM contacts from new Missive messages using Latenode. Leverage flexible no-code logic to qualify leads faster and scale affordably by paying only for execution time.

Swap Apps

Missive

Agile CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Missive and Agile CRM

Create a New Scenario to Connect Missive and Agile CRM

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Missive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Missive or Agile CRM will be your first step. To do this, click "Choose an app," find Missive or Agile CRM, and select the appropriate trigger to start the scenario.

Add the Missive Node

Select the Missive node from the app selection panel on the right.

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Configure the Missive

Click on the Missive node to configure it. You can modify the Missive URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Add the Agile CRM Node

Next, click the plus (+) icon on the Missive 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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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.

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Configure the Missive 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.

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Set Up the Missive 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 donโ€™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 Missive, Agile CRM, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the Missive and Agile CRM integration works as expected. Depending on your setup, data should flow between Missive 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 Missive and Agile CRM

Missive + Google Sheets + Agile CRM: When a new contact is created in Missive, their information is logged into a Google Sheet. The contact's profile is then updated in Agile CRM.

Agile CRM + Missive + Slack: When a deal closes in Agile CRM, a congratulatory message is sent via Missive to the client, and a notification is posted in a designated Slack channel to inform the sales team.

Missive and Agile CRM integration alternatives

About Missive

Centralize team comms in Missive and automate actions via Latenode. Monitor email, social media, and SMS, then trigger workflows based on content or sender. Automatically create tasks, update records, or send alerts. Use Latenode's visual editor and scripting for custom rules and integrations, eliminating manual triage and speeding responses.

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 โ€” all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.

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FAQ Missive and Agile CRM

How can I connect my Missive account to Agile CRM using Latenode?

To connect your Missive account to Agile CRM on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Missive and click on "Connect".
  • Authenticate your Missive 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 Missive messages?

Yes, Latenode enables this! Automatically create contacts from Missive, enriching data with AI for better segmentation and personalized follow-ups. Scale your outreach effortlessly.

What types of tasks can I perform by integrating Missive with Agile CRM?

Integrating Missive with Agile CRM allows you to perform various tasks, including:

  • Create new Agile CRM contacts from Missive conversations.
  • Update contact information in Agile CRM based on Missive data.
  • Log Missive conversations as notes in Agile CRM.
  • Trigger Agile CRM marketing automations from Missive events.
  • Send Missive alerts for new Agile CRM deals.

How does Latenode enhance Missive's integration capabilities?

Latenode unlocks advanced automation with JavaScript, AI, and custom logic. Connect to any API, transform data, and scale workflows beyond basic triggers.

Are there any limitations to the Missive and Agile CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical Missive data prior to integration setup is not automatically synced.
  • Complex data transformations may require JavaScript knowledge.
  • Rate limits apply to both Missive and Agile CRM APIs.

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