Integrating with Agile CRM

Use this article as a guide when integrating your account with Agile CRM.

At any time, you can come back to the Integrations page (Settings Integrations) to make changes to the integration.

The field mappings are set up automatically when you follow the instructions below. For more information, take a look at this article.

Integration Overview

  • When creating a Quote in Quoter, you can search for an existing Agile CRM Contact or create a new one automatically.

  • When a Quote is created or updated in Quoter, the Agile CRM Deal will be updated with the value of the Quote.

  • When a Quoter Quote is won or lost, Quoter will update the status of the Agile CRM Deal according to the mapping settings you configure.

Setup Instructions

1. Navigate to Settings Integrations to select Agile CRM under CRM:

2. You'll be navigated to the Add Agile CRM Integration dialog that will allow you to enter your credentials before clicking Connect to Agile CRM:

3. To complete the setup process, fill out the Integration Settings (Post Quotes as one revision to Agile CRM, Default Probability, Default Pipeline, and Status Mapping) and click Save Integration: