AgileCRM

ActiveProspect integrates with AgileCRM to offer the Create and Update actions of their REST API directly through LeadConduit.

AgileCRM is found in the list of Recipient Integrations:

Finding What You Need

The UI will prompt you for the following:

• Domain: Really the sub-domain of your AgileCRM instance e.g. {{domain}}.agilecrm.com
• Email Address: The email of an AgieCRM user
• REST API Key: See how to find your API Key

Once selected you have the option to either:

• Create Contact
• Update Contact

The UI will guide you through the rest of the setup steps. Data required for each step is described in detail below.

Create Contact

Required Lead Fields

• Phone: User’s Phone number / LeadConduit phone_1

Optional Mapped Data

• FirstName: LeadConduit first_name
• LastName: LeadConduit last_name
• Email: LeadConduit email
• Company: LeadConduit company.name
• State: LeadConduit state
• Postal: LeadConduit postal_code
• Title: LeadConduit title
• Website: LeadConduit website
• TrustedForm: LeadConduit trustedform_cert_url
• Any Custom Field: Whatever you want!

Update Contact

Required Configuration

• Agile CRM ID

Required Lead Fields

• None

Optional Mapped Data

• FirstName: LeadConduit first_name
• LastName: LeadConduit last_name
• Email: LeadConduit email
• Company: LeadConduit company.name
• State: LeadConduit state
• Postal: LeadConduit postal_code
• Title: LeadConduit title
• Website: LeadConduit website
• TrustedForm: LeadConduit trustedform_cert_url
• Any Custom Field: Whatever you want!

• screencapture-next-leadconduit-flows-5b462d7d501bb1dbea0b1614-edit-steps-2018-08-03-15_56_10_1_.png200 KB