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Why use Agile CRM?

Convertalk integrates with Agile CRM to enhance customer engagement and streamline sales and marketing efforts. By connecting Convertalk’s chatbot automation with Agile CRM’s robust features, businesses can capture leads, qualify them, and provide real-time support. This integration ensures seamless data flow, allowing sales and marketing teams to engage prospects effectively and maintain up-to-date customer information.

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Benefits of using Agile CRM with Convertalk:

  • Automated Lead Capture: Instantly capture and qualify leads through chatbot interactions, syncing them with Agile CRM.
  • Enhanced Customer Engagement: Use Convertalk to provide instant, personalized responses based on customer data stored in Agile CRM.
  • Streamlined Sales and Marketing: Align sales and marketing efforts by automating follow-ups and nurturing leads within Agile CRM.
  • Improved Productivity: Automate repetitive tasks like lead entry and follow-up reminders, allowing teams to focus on high-value activities.

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Step 1 of 4: Login to Convertalk Account and Select Application to Integrate

  1. Login to your Convertalk account, select the Bot you want to integrate with Agile CRM.
  2. Now, click the**‘Integrate’ tab.**
  3. The integrate window will open up. Make sure you are in the “All Integrations Tab.”
  4. A list of all native integrations for Convertalk will be available in this window.
    • Now find Agile CRM by:-
    • Either scrolling down the list
    • Or by typing in ‘Agile CRM’ in the search box with the placeholder “search integration by name”
  5. Now click on the ‘connect’ button as shown below.

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Step 2 of 4: Find your Authorization Key/Token in App Account

  1. After you click the connect button, the integration window for Agile CRM will appear, as shown below.
  2. To complete the process, you require three details:
    • Agile CRM Domain
    • Email Address
    • API Token

Agile CRM Domain:
  • To obtain the Agile CRM Domain, login into your Agile CRM account. Navigate to your browser search bar, copy the address from there, and paste it into the Convertalk interface.

  • Email Address:
The email address is the same as the one you signed up with on Agile CRM. You can also see it from your Agile CRM dashboard after clicking on the Profile Icon.

  • API Key:
To obtain the API Token, click on Admin Settings.
Then, navigate to Developers and API.
Under API Keys, copy the REST API Key.

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Step 3 of 4: Enter Authorization Details and establish connection with your App

a. After filling out all the details, click on the **Connect **button. b. If you have entered all the details correctly, you will see a notification that says, “Updated successfully.” c. Also, your Agile CRM integration will show the message **Installed **in the Integration List.

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Step 4 of 4: Test your Integration Set up with Data

Once you have established a connection between ** Convertalk** and Agile CRM and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your Convertalk dashboard and in the Agile CRM you have integrated.

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Still Not Working, Let’s Troubleshoot!

If you are not getting dummy leads from your Bot to Agile CRM, it may be due to multiple reasons:
  • Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
  • Free plan- You are not subscribed to the paid plan on Convertalk as integration works only with the paid plan.