Agile CRM

Overview

The Agile CRM integration connects your Agile CRM account to Oneleet and syncs its users, so Oneleet can track who has access to your CRM.

What does Oneleet monitor?

• Agile CRM users, including whether they’re the account owner or an admin, and whether their account is disabled

Agile CRM’s API doesn’t report whether a user has two-factor authentication enabled, so Oneleet can’t check it.

Setup

To set up the Agile CRM integration, navigate to Integrations > Add integration > Agile CRM and click Continue.

Oneleet requires your Agile CRM domain, the email address of an Agile CRM Admin, and that admin’s REST API key.

Finding your domain and REST API key

1. Copy your Agile CRM domain from the address bar. For https://yourcompany.agilecrm.com, the domain is yourcompany
2. Click your profile picture in the top-right corner and select Admin Settings
3. Open Developers & API and stay on the API Key tab
4. Copy the key shown under REST API. Don’t use the Javascript API Key, which is only for website tracking

For more information, see the Agile CRM REST API documentation.

Connecting to Oneleet

1. Enter your Agile CRM domain
2. Enter the email address you sign in to Agile CRM with
3. Paste the REST API key
4. Click Submit

Oneleet validates the credentials by querying the Agile CRM API, and creates the connection if they’re valid.