Agile CRM Integration
Verified by FreshworksAccess your Agile CRM customer data within Freshservice to provide personalized customer service.
Published by support(about 5 days ago)
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
Agile CRM app will enable you to view selected Agile CRM customer information within your Freshservice ticket page.
- Required customer details can be imported directly from Agile CRM into Freshservice.
- This gives your support team much better context about your customer when resolving tickets.
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1. To integrate Agile CRM with Freshservice, go to Admin > Apps > Get more Apps. Then locate the Agile CRM app in the app gallery and click on install.
2. Enter your Agile CRM -
a. Domain name (ex: mycompanyname.agilecrm.com)
b. User Name
c. API Key (to get your API key, login to your Agile CRM account and navigate to Admin Settings > Developers & API > Rest API)
3. Select list of required Agile CRM fields from the drop-down
4. Click on ‘Install’
5. Now, you can view your Agile CRM widget right below the ticket sidebar in the ticket details page.
6. Click on Agile CRM widget to view selected data fields.
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