Connecting to Agile CRM

Agile CRM is an all-in-one CRM with sales, marketing, and service features in one platform.

Data integration: Skyvia supports importing data to and from Agile CRM, exporting Agile CRM data to CSV files, replicating Agile CRM data to relational databases, and synchronizing Agile CRM data with other cloud apps and relational databases.

Backup: Skyvia Backup does not support Agile CRM.

Query: Skyvia Query supports Agile CRM.

Agile CRM-Specific Features and Limitations

Skyvia has the following limitations for Agile CRM:

  • In the Data Integration product, Agile CRM connections are supported only for packages, which use a new data integration runtime.

    Make sure that the Use new runtime checkbox is selected on the tab bar if you want to use Zuora in your package.

  • The Contacts object stores most of the contact data in the Properties field as an array of JSON objects. Besides, its StarValue, LeadScore, and Tags fields can be assigned a value when inserting a record, but are not available for the UPDATE operation. You can only update these fields via the stored procedures:
      call UpdateContactLeadScore(:Id,:LeadScore);
      call UpdateContactStarValue(:Id,:StarValue);
      call AddContactTags(:Id,:Tags);
      call DeleteContactTags(:Id,:Tags);
    
    • UpdateContactLeadScore - updates the LeadScore value.
    • UpdateContactStarValue - updates the StarValue value.
    • AddContactTags - adds the specified tags. Tags parameter must specify the list of tags as a JSON array of strings: ["Tag1","Tag2","Tag3"]
    • DeleteContactTags - deletes the specified tags. Tags parameter must specify the list of tags as a JSON array of strings: ["Tag1","Tag2","Tag3"].
  • When reading data from the Events object, the Contacts field returns related contacts as an array of JSON objects with all the Contacts data. When writing data to this field, you need to specify the value as a JSON array of ID values of existing contacts ["4928077869678592"].
  • The Documents object returns all the documents - linked to Contacts, Cases, Deals, or not linked to anything at all. You can see these relations via the ContactIds, CaseIds, and DealIds fields. When importing data to this object, you can specify a value either for the ContactIds field or the DealIds field. The value must be specified as a JSON array of the corresponding id values: ["4789662314463232","6659552797327360"].
  • When you load data to DealNotes, ContactNotes, or CompanyNotes object, value for DealIds, ContactIds, or CompanyIds respectively, is specified as a JSON array of corresponding ID values. If you insert a record with multiple ID values in such an array, multiple respective records are created in fact, but the execution log will show only one record. Besides, the id value in this log will be the id not of the respective created note, but the first id, specified in such an array.
  • DealNotes, ContactNotes, and CompanyNotes do not support replication with incremental updates despite having the fields, storing record creation and modification time.
  • Skyvia supports DML operations for such Agile CRM objects:
    • INSERT, UPDATE, DELETE: Companies, Contacts, Deals, Events, Tasks.
    • INSERT, DELETE: CompanyNotes, ContactNotes, Tickets.
    • INSERT, UPDATE: DealNotes, Documents.
    • INSERT: TicketNotes.
  • The following Agile CRM objects support synchronization: Companies, Contacts, Deals.
  • The following Agile CRM objects support replication with Incremental Updates: Campaigns, Companies, Contacts, ContactTagsWithTime, DealNotes, Deals, Events, Filters, Tasks, Tickets, TicketNotes.

Agile CRM Connections

To connect to Agile CRM, you need to specify your Subdomain, User, API Key or Password, and select the Filter for Tickets:

  1. Click +NEW in the top menu.
  2. Open the Select Connector page by clicking Connection in the menu on the left.
  3. In the opened page, click Agile CRM.

    Connection Editor window

  4. Specify your Subdomain, User, and API Key or Password:
    • Subdomain - the fragment of your Agile CRM URL after ‘https://’ before the first dot: https://<subdomain>.agilecrm.com/
    • User - the user email to sign in with.
    • API Key or Password - here you can use either the user’s Agile CRM password or API Key. See how to obtain the Agile CRM API Key below.
  5. Select the Filter for Tickets to use. Usually, you need to select the All Tickets filter. Only tickets that match this filter will be available via this connection.

    Permission window

  6. Use the Test Connection button to make sure that the connection is successful and then click Create Connection.

Obtaining Agile CRM API Key

To obtain your Agile CRM API key, click your profile icon in the top right corner and then click Admin Settings.

Agile CRM profile menu

Then switch to the Developers & API tab and copy your API key under REST API.

Agile CRM API keys

Supported Actions and Actions Specifics

Agile CRM connector supports the following actions: