Agile CRM

Follow the below steps to connect to the Agile CRM API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select Agile CRM as the Integration Provider.

Step 2. Connect to the Agile CRM API

1. Go to Agile CRM and login to your account.
2. Click on your profile dropdown on the top-right of the screen, and select Admin Settings.
3. Click on the Developers & API menu in the left-hand sidebar.
4. Copy the REST API from Agile CRM and paste in the API Key field in Formie.
5. Enter the email for your Agile CRM account in the API Email field in Formie.
6. Enter the full domain (including https://) for your Agile CRM account in the Domain field in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Refresh button in the right-hand sidebar.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.