Agile CRM
Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.
Integrate the Agile CRM API with the Salesforce (REST API) API
Setup the Agile CRM API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Agile CRM and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Agile CRM with Salesforce (REST API)#
Popular Agile CRM and Salesforce (REST API) Triggers#
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Popular Agile CRM and Salesforce (REST API) Actions#
Used to change the score of a contact. See the documentation
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Adds a tag or tags to an existing contact. See the documentation
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Overview of Agile CRM#
The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.
Connect Agile CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
agile_crm: {
type: "app",
app: "agile_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.agile_crm.$auth.domain}.agilecrm.com/dev/api/contacts`,
auth: {
username: `${this.agile_crm.$auth.username}`,
password: `${this.agile_crm.$auth.api_key}`,
},
})
},
})
Overview of Salesforce (REST API)#
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
Connect Salesforce (REST API)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})