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Activate AgileCRM Integration

By integrating your AgileCRM account, you can pass leads captured by Guru, buyer data, and sale data in order to segment your contacts in AgileCRM, allowing you to engage in a personalized way while monitoring conversions and revenue.

To enable the integration, you need to obtain your API key from AgileCRM, then set the rules for contact segmentation, and map additional sale or subscription fields.

On this page:

  • Step 1: Obtain API Key

  • Step 2: Enable the integration

  • What to do next

Before you begin, you need to:

  • Have an AgileCRM account.

  • Be an administrator user or have permission to perform the following actions.

Step 1: Obtain API Key

In this step, you will obtain the API key in your AgileCRM account.

Steps:

1 - Log in to your AgileCRM account with your username and password.

2 - Under My Profile, click Admin Settings.

meu-perfil - admin-setting-agilecrm.png

3 - In the side menu, click Developers & API.

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4 - Copy and store the API Key.

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Step 2: Enable integration with AgileCRM

In this step, you will enter in Guru the API credentials obtained from AgileCRM.

The API key/token will not be available after saving the integration. If you change the API key, it will no longer be valid, requiring you to return to the AgileCRM environment to obtain the key.

This change will provide greater security for your account, as it will not be possible to view the integration data.

Steps:

1 - Access the Guru admin with your username and password.

2 - In the side menu, access Settings > Integrations > Autoresponders > AgileCRM.

menu-integrations-autoresponders-agile-crm.png

3 - On the Detail tab, enter:

  1. Domain: URL created when opening the AgileCRM account;

  2. API Key: your API key obtained in step 1 - item 4;

  3. Email: your AgileCRM account user email;

  4. Active: switch the button to the on position.

agile-crm-detail.png
on-off.jpeg

4 - Click Send.

To confirm that the integration is active, you should see a notification in the top right corner.

What to do next

Once the integration with AgileCRM is active, you must configure the rules for contact segmentation in AgileCRM.

This configuration is done through:

1 - Mapping Sales Status to AgileCRM.

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