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How to connect Monday and Agile CRM
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Agile CRM will be your first step. To do this, click "Choose an app," find Monday or Agile CRM, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday 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 Monday 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 Monday 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 Monday 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 Monday, 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 Monday and Agile CRM integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Agile CRM
Monday + Agile CRM + Slack: When a new project is created in Monday, a new contact is created in Agile CRM, and a notification is sent to a Slack channel.
Agile CRM + Monday + Google Sheets: When a deal's milestone changes in Agile CRM, the corresponding project status is updated in Monday and the event is logged in Google Sheets.
Monday and Agile CRM integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and Agile CRM
How can I connect my Monday account to Agile CRM using Latenode?
To connect your Monday account to Agile CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Agile CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Agile CRM contacts from new Monday items?
Yes, you can! Latenode enables real-time syncing. Automatically updating Agile CRM contacts when new items are created in Monday streamlines sales efforts and ensures data accuracy.
What types of tasks can I perform by integrating Monday with Agile CRM?
Integrating Monday with Agile CRM allows you to perform various tasks, including:
- Creating new Agile CRM contacts from new Monday items.
- Updating Monday items when a contact is updated in Agile CRM.
- Adding notes to Agile CRM contacts based on Monday activity.
- Triggering Monday automations when deals are closed in Agile CRM.
- Syncing project deadlines from Monday to Agile CRM task lists.
Can I use JavaScript to extend Monday's functionality?
Yes! Latenode supports JavaScript code blocks. This lets you add custom logic to your Monday workflows beyond the standard no-code options for advanced data manipulation.
Are there any limitations to the Monday and Agile CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Large data volumes may impact workflow execution time.
- Real-time syncing depends on the API availability of both apps.
