AgileCRM Integration
Verified by FreshworksShow member details from AgileCRM corresponding to a call
Published by support(about 4 years ago)
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This app lets an agent view details of a calling customer from AgileCRM. Details can be member name, email, recent deal, recent deal amount etc. If the customer is not present in AgileCRM, it will allow you to add contact in AgileCRM from here itself.
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1. Your Freshcaller Subdomain : example- In www.xyz.freshcaller.com xyz is subdomain.
2. Your Agile Crm Email Address -Enter your email address registered with AgileCRM.
3. Agile CRM API key
Steps :-
1. Agile CRM Installation
a. On FreshCaller home page, click on the admin option in the sidebar.
b. Click on the Apps option from the list.
c. Click on the CRM, Sales & Marketing option and select Agile CRM.
For Api Key :-
a. Log into Agile CRM with your registered email address
b. Go to admin settings
c. Go to Developers & API section
d. copy the Rest Api key.
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