Agile CRM
Agile CRM combines contact management, sales pipelines, marketing automation, tasks, campaigns, and customer support in one platform.
10 actionsAPI key
What your bot can do in Agile CRM
Looks up
- Get Contact or CompanyGet one person contact or company by its numeric Agile CRM ID.
- Get DealGet one deal by its numeric Agile CRM ID.
- List ContactsReturn one creation-ordered page of person contacts, with a cursor for the next page when more contacts exist.
- List DealsReturn one creation-ordered page of deals, with a cursor for the next page when more deals exist.
Takes action
- Create Contact or CompanyCreate a person contact with optional tags and scoring, or a company, with common and tenant custom properties.
- Create DealCreate a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline.
- Delete Contact or CompanyPermanently delete one person contact or company by numeric ID.
- Delete DealPermanently delete one deal by its numeric Agile CRM ID.
- Update Contact or CompanyAdd or replace selected properties on one person contact or company without replacing properties that are not included.
- Update DealPartially update selected fields of an existing deal without replacing fields that are not supplied.
