Agile CRM
All-in-one CRM with sales, marketing and service features for small businesses.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Username and password
02Data
What you can sync.
- Contacts
- Companies
- Deals
- Tasks
- Campaigns
Join Agile CRM contacts with billing, support and product usage to see each account in full.
Need more? Name any other Agile CRM data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- A username and password
Agile CRM uses a username and password. You add the credentials once, when the AI asks for them, and it tells you where to create them in Agile CRM if you need help.
04How it works
How it works in DataMind.
-
Pick Agile CRM.
Open Lake, pick Agile CRM in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Agile CRM API docs.
-
Answer a few questions.
The AI reads the Agile CRM documentation, then asks which credentials you will use, which data to sync (for example contacts and companies), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Agile CRM data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
