Agile CRM Integration

If your team manages contacts and deals in Agile CRM, this keeps your records updated without manual work.

When SalesPartner talks to a lead, it logs a note directly on the matching Agile CRM contact record. Your team sees the full conversation history without leaving Agile CRM.

What you get:

• No manual entry — Notes appear in Agile CRM after every interaction
• Full history — Messages, appointments, and status changes all logged
• Team visibility — Everyone sees the latest activity on each contact
• Works on all plans — Including the free plan

API access is available on all Agile CRM plans.

Agile CRM calls it a REST API Key. Here's how to find it:

1. Log in to Agile CRM
2. Click your name or avatar in the top-right corner
3. Select Admin Settings
4. In the left sidebar, click Developers & API
5. Copy the REST API Key (the first key shown)

Your REST API Key is used together with your Agile CRM email address to authenticate. You'll need both.

Keep the key private — it provides access to your Agile CRM account data.

Once you have your REST API Key:

1. Open the SalesPartner app
2. Go to Settings → Integrations
3. Find the Agile CRM section
4. Toggle the switch to Enable
5. Enter your Agile CRM email address in the first field
6. Paste your REST API Key in the second field
7. Enter your Agile CRM domain (e.g., `yourcompany` from `yourcompany.agilecrm.com`)
8. Click Test Connection

If the test succeeds, you'll see your Agile CRM account name. You're connected.

SalesPartner adds a note to the contact's Agile CRM record when:

• A lead sends a message
• SalesPartner replies to a lead
• An appointment is booked or a reminder is sent
• A contact's status changes

Each note includes a title, timestamp, and the relevant details.

Note: The contact must already exist in Agile CRM, matched by email address. If SalesPartner can't find a matching contact, the note won't log. Make sure leads are in Agile CRM before conversations start.

Notes not appearing in Agile CRM?

1. Integration enabled? — Go to Settings → Integrations and confirm the toggle is on.

1. All three fields filled in? — Agile CRM requires your email address, REST API Key, and domain. Make sure none are missing.

1. Correct domain? — Enter just the subdomain (e.g., `yourcompany`, not the full URL).

1. Free plan rate limits? — The free plan allows 100 API calls per day. If you're on the free plan and hitting limits, upgrade for higher limits.

1. Contact exists? — SalesPartner matches contacts by email. If the lead's email isn't in Agile CRM, nothing logs.

Still stuck? Contact support with your Agile CRM domain and the time you expected a note. We can check the logs.