Manage AgileCRM Integration

You can disable the integration with AgileCRM and also consult the history of changes made (Audit).

On this page:

• Disable Integration with AgileCRM

• Consult Audit

  • Consult Audit filters

Disable Integration with AgileCRM

You can disable the integration with AgileCRM if you no longer intend to use Autoresponders.

Steps:

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

2 - Switch the Active button to the off position.

3 - Click on Send.

Consult Audit

For security measures, Guru stores a history of all operations performed in the integration, identifying user, date/time of the operation, and other details.

Steps:

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

2 - Click on the Audit tab.

3 - Activities are displayed on a timeline (from newest to oldest).

4 - If you wish, you can view activity details by clicking on its title.

5 - Click on one of the available sections to view the data:

Detail

Displays detailed information of the activity in question.

1. ID: identification number (ID) of the update;

2. Type of change performed;

3. Created at: date the activity was recorded.

User

Displays information about the user who performed the action.

1. Name: name of the user who performed the operation;

2. Email: email of the user who performed the operation.

Infrastructure

Displays infrastructure information (country, IP, user agent…) of the related activity.

1. Country, Region, City, Latitude & Longitude: location of the device that performed the activity;

2. IP: IP address of the device;

3. User Agent: identification of the user agent that performed the operation.

Consult Audit filters

You can use filters to view a smaller subset of existing audits. This feature is useful for finding specific audits you want to view.

Steps:

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

2 - Click on the Audit tab.

3 - In Audit, click on Filters.

4 - Fill in one or more filter options:

1. Period: searches for audits registered in the selected period - you can use the predefined time range buttons or select the date you wish to view;

5 - Click on Filter.

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