How to Connect AgileCRM as Data Destination

The integration allows you to create new deals or contacts in AgileCRM based on data from other systems. For example, you can transfer the leads from your website, landing page, or Google Sheets to AgileCRM and process them in one place. This will allow you to efficiently automate workflows as efficiently as possible with the various services you use and save a lot of time.

Let's go through the entire AgileCRM setup steps together!

Navigation:
1. What will integration with AgileCRM do?
2. How to connect an AgileCRM account to ApiX-Drive?
3. How to set up data transfer to AgileCRM in the selected action?
4. An example of the data that will be sent to your AgileCRM.
5. Auto-update and communication interval.

Once you've set up a Data Source system, such as Google Sheets, you can set up AgileCRM as a Data Destination.

To do this, click "Start configuring Data Destination".

Select the system as Data Destination. In this case, you need to choose AgileCRM.

Next, you need to specify an action, for example, "Create DEAL".

- Create DEAL - a new deal will be created in your AgileCRM account. The system, based on the data from the Data Source, will make a new deal.
- Create CONTACT - A new contact will be created in your AgileCRM account. The system, based on the data from the Data Source, will create a new contact.
- Create COMPANY - a new company will be created in your AgileCRM account. The system, based on the data from the Data Source, will create a new company.
- Add NOTE to the deal - a note to the deal will be created in your AgileCRM account. The system, based on the data from the Data Source, will create a note to the deal. The system will look for a deal that will have a note added by the deal ID in your AgileCRM account.
- Update DEAL - an existing deal will be edited in your AgileCRM account. The system will find an existing deal based on the specified parameters and fields. If there is a match between the data from the Data Source and your AgileCRM deal, then the deal will be updated. The system will look for a deal to edit based on the deal ID in your AgileCRM account.

The next step is to select the ActiveCampaign account from which will get the data.

If there are no accounts connected to the system, click "Connect account".

Next, you need to enter the values, where:
- Domain - URL of your AgileCRM page.
- Login - login under which you enter your AgileCRM personal account.
- API key or password - API key in AgileCRM.

Then go to "Admin Settings" of your AgileCRM account. After that, go to the "Developers & API" tab, copy your API key and paste it into the appropriate field in the ApiX-Drive.

Now you need to assign variables from the Data Source system to the AgileCRM fields you need.

In order to add a variable, click on the field to which you need to transfer data and select the desired variable from the drop-down list. If necessary, you can write the data manually.

Now you can see the test date of your deals.

To check the correctness of the settings - click "Send test data to AgileCRM" and go to your AgileCRM to check the result.

If you want to change the settings - click "Edit" and you will go back one step.

If everything suits you, click "Next".

This completes the Data Destination setup!

Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".

On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.

Attention! In order for the scheduled launch to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.

To enable auto-update, switch the slider to the position as shown in the picture.

To perform a one-time data transfer, click on the arrow icon.

This completes the setup AgileCRM as Data Destination! See how easy it is!?

Now don't worry, ApiX-Drive will do everything on its own!