Agile CRM for AI agents
Agents read Agile CRM at once. Changes and sends are held for a person's approval by default.
About Agile CRM
Agile CRM combines contact management, sales pipelines, marketing automation, tasks, campaigns, and customer support in one platform.
What an agent can do in Agile CRM
Every Agile CRM action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Agile CRM without asking first. 4 actions.
- Get Contact or CompanyGet one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist.
- Get DealGet one deal by its numeric Agile CRM ID; return null when the deal does not exist.
- 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.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 6 actions.
- 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.
Changes wait in Needs you
Changes and sends in Agile CRM are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Agile CRM questions
Can an agent change data in Agile CRM on its own?
Not by default. Changes and sends in Agile CRM are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Agile CRM?
This connector lists 4 read actions. Reads run at once, without waiting for approval.
How does Agile CRM connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.