Agile CRM integration for contacts
Buyers and leads from your ElasticFunnels funnels become Agile CRM contacts with company, address and custom properties filled from the funnel.
Agile CRM at a glance
- Type
- CRM
- Connect with
- Domain, email and API key
- Runs from
- Automations
- Direction
- ElasticFunnels to Agile CRM
- Actions
- Create, update, lookup
- Match on
- Email or contact ID
What the Agile CRM integration does
The integration adds Agile CRM steps to ElasticFunnels automations. A funnel event starts the automation, and the Agile CRM step creates, updates or looks up the contact.
- Start on a new purchase, new customer, form entry, abandoned cart, refund or chargeback
- Map email, name, phone, company, job title, website and address
- Add any other contact property as JSON
- Update a contact by email or ID, or look one up by email
Agile CRM steps in automations
- Create contact
- Email, name, company, address
- Create or update contact
- Matched by email
- Update contact
- By email or contact ID
- Custom properties
- Any property as JSON
- Get contact
- Look up by email
How to connect Agile CRM
Your domain is the part before .agilecrm.com in your Agile CRM address.
Copy your API key
In Agile CRM, go to Admin Settings → API & Analytics → API and copy the key.
Connect Agile CRM
In Settings → Integrations → CRM → Agile CRM, enter your domain, admin email and API key.
Add an Agile CRM step
In an automation, choose the trigger, add an Agile CRM step and map the fields.
Full guide: CRM integrations
Agile CRM + CRM automations
Buyers to Agile CRM
Each new purchase creates or updates the buyer as a contact.
Optins to Agile CRM
Form entries become Agile CRM contacts.
Abandons to Agile CRM
Abandoned checkouts reach Agile CRM for your sales follow-up.
Funnel data as properties
Pass trigger fields into Agile CRM as custom contact properties.
Other CRM integrations
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Agile CRM integration FAQ
What does the Agile CRM integration send?
Contacts. An ElasticFunnels automation creates or updates an Agile CRM contact with name, phone, company, job title, website, address and any custom properties you map.
Does it create deals or apply tags in Agile CRM?
No. The integration writes contacts only. Map funnel data into custom contact properties to segment them in Agile CRM.
What do I need to connect Agile CRM?
Your Agile CRM domain, the admin email of the account and an API key with contact read and write access.
Which funnel events can send contacts to Agile CRM?
Any automation trigger: a new purchase, a new customer, a form or collection entry, an abandoned cart, a refund, a chargeback or an incoming postback.