Integrating with Agile CRM

Send your Agile CRM contacts to show on Recent Activity notifications.

Integrating with Agile CRM is fairly simple & can be done in less than five minutes.

There are two methods of integration:

  1. Direct Webhooks Installation - For Enterprise Plan of Agile CRM.
  2. Through Zapier - For Agile users with Starter & Regular Plans.

Just follow the step & get it done quickly.

Method 1Direct Webhooks

Step 1. Generate a unique Typeform Webhook URL.

(Generate a unique AgileCRM Webhook URL from Influence Campaign)

Go to your Campaign's Capture Page.

Go to the webhooks tab, and then click on AgileCRM webhook, and click on the create button.

mceclip0.png

 

You'll notice that a confirmation popup will show up on the top of the screen which will create a webhook endpoint, and it will be automagically copied to the clipboard.


A webhook endpoint will be automatically generated and gets copied to the clipboard.

  mceclip1.png

Now, Go to your Agile CRM dashboard, & open the below screen.


Step 2. Install the AgileCRM Webhook URL.

Paste the copied Webhook endpoint in Notify URL field, select Module as Contact, and then click on Submit button.

mceclip1.png

Test the connection: Add a New Contact in your CRM & see if it reflects inside your Influence dashboard as well.


Method 2. Connect via Influence Zapier App

Step 1. Inside your Influence Campaign's Capture Page, Click on Zapier button and then Click on Integrate Using Zapier button as shown below.



You will be redirected to Zapier's page, Click on Accept Invite & Build a Zap button,

mceclip4.png

Step 2. Now Click on Make a Zap button and start making a new Zap.

mceclip5.png

Select Agile CRM as Trigger App.

mceclip6.png


Select Trigger as New Contact.

mceclip7.png


Step 3. Connect your Agile CRM account, Test it & click on Save + Continue button to move on to the next step.

Pick a Sample & click on Continue button.

(Adding Action App)

Select Influence as Action App.

mceclip8.png

On the next page Create Conversions is already selected as an action, Click on Continue button.

On the next step, Connect your Influence account by inserting the API Key.

After successfully completing the above steps, Set up your Influence campaign by following below instructions.

As shown in the below screen, Select Campaign in which you want to send conversion data, then Select Email from the dropdown which opens. Also, enter the App name as AgileCRM.

mceclip9.png

Similarly, select other field values by clicking on the dropdowns.

mceclip10.png


Click on Continue button to move onto the next step.

Click on Send Test To Influence button, and then click on Finish button,

mceclip11.png


Finally, Name your Zap & toggle it to ON.


After successful integration, you can now receive New Contacts data inside your Influence Campaign, and show them as Recent Activity Notifications.

If you're still facing any issues, then you can contact us through the support section, & we'd be more than happy to assist you with it.

Powered by