Agiled CRM Integration: The Best Way to Automate Your WordPress Workflow

Agiled CRM Integration: CRM Software built with you in mind. Create and Manage Sales Pipelines and Deals. Keep Your Customers happy with Support Toolkit

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with Agiled CRM. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Agiled CRM.

Agiled CRM Integration Tutorials

Available Actions

• Create Account: This feature allows you to create new accounts or companies in Agile CRM. An account typically represents a business or organization that you are engaging with.
• Create Contact: With this feature, you can add new contacts to Agile CRM. Contacts typically represent individuals associated with the accounts, such as customers, clients, or leads.
• Create Deal: The “Deal” feature enables you to create new deals or opportunities in Agile CRM. Deals are used to track potential sales or business opportunities throughout the sales process.

Authorization of Agiled CRM Integration

First you have to select the Agiled CRM from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Agiled CRM from the action page.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Brand(Your Account URL) & API Key: To get Agiled CRM account URL and API Key open your Agiled CRM account.

• Account URL: To get Agiled CRM Account URL go to Setting -> Company Setting -> Account URL account URL should be (accounturl.agiled.app) if the account url is bit_integrations then the full URL should be bit_integrations.agiled.app. Also the URL is displayed in the address bar.
• API Key: To Get Agiled CRM API key Setting -> API Settings -> API Key

Now copy the Account URL and API key from your Agiled CRM account and paste into integration setting then click on Authorized button. After successfully authorization then click on Next.

Integration Settings for Creating Accounts in Allied CRM

After successful authorization, select an action from the dropdown, like Create Account

You will find the Map Field option. You have to map all the necessary form/task fields with the related Agiled CRM field. After mapping the desired fields, click on Next button.

Integration Settings for Creating Contacts in Allied CRM

After successful authorization, select an action from the dropdown, like Create Contacts

Select Role: This feature enables you to designate a role for contacts created via Bit Integrations. Available roles include Lead, Client, and Prospect.

You will find the Map Field option. You have to map all the necessary form/task fields with the related Agiled CRM field. After mapping the desired fields, click on Next button.

Integration Settings for Creating Deals in Allied CRM

After successful authorization, select an action from the dropdown, like Create Deals.

Select Pipeline: This feature within Agiled CRM integration enables you to assign a pipeline to a deal created via Bit Integrations. By selecting a pipeline, you inform Agiled CRM about the specific sales process associated with the deal.

Select Stage: This functionality in Agiled CRM integration empowers you to designate a Stage for a deal originating from Bit Integrations. By choosing a stage, you communicate the present status of the deal to Agiled CRM.

You will find the Map Field option. You have to map all the necessary form/task fields with the related Agiled CRM field. After mapping the desired fields, click on Next button.

Actions

Add Owner: With Agiled CRM integration, you can assign an owner to a record when creating an account. This ensures that the assigned person is responsible for managing and updating the record. Please note that this action is only performed when creating an account and contact in Agiled CRM.

Add Account: With Agiled CRM integration, you can assign a contact to an account when creating a contact in Agiled CRM. This ensures that the contact is associated with the correct account, which can be helpful for tracking sales opportunities and managing customer relationships.

Add Deal Type: With Agiled CRM integration, you can add a deal type when creating a deal in Agiled CRM. This ensures that the deal is associated with the correct deal type, which can be helpful for tracking sales opportunities and managing customer relationships.

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your Agiled CRM. For additional details, we recommend consulting our documentation regarding conditional logic.

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Use Case

Forminator Forms with Agiled CRM

When you integrate Forminator Forms with Agiled CRM, you establish a cohesive system for handling your contact interactions. This integration facilitates the smooth transition of user data collected through Forminator Forms directly into your Agiled CRM framework. Each submission via Forminator Forms seamlessly transforms into a new contact record within Agiled CRM. This collaboration amplifies your lead generation and customer relationship strategies, ensuring your contact database remains updated while interactions are effortlessly monitored within the Agiled CRM ecosystem.

Contact Form 7 with Agiled CRM

Integrating Contact Form 7 with Agiled CRM offers a streamlined approach to managing your interactions. This integration creates a seamless pathway for channeling user information from Contact Form 7 straight into your Agiled CRM ecosystem. Every submission via Contact Form 7 translates into a new contact entry within Agiled CRM, enriching your lead generation and customer management initiatives. This collaboration guarantees your contact roster is always current, while interactions are effortlessly monitored and tracked within the Agiled CRM environment.

Elementor Form With Agiled CRM

Integrating Elementor Form with Agiled CRM establishes a seamless process for managing contact interactions. This integration enables the smooth transfer of user data collected through Elementor Form directly into your Agiled CRM system. Each submission via Elementor Form seamlessly transforms into a new contact record within Agiled CRM. This collaboration enhances your lead generation and customer relationship strategies, ensuring your contact database remains current and interactions are effortlessly tracked within the Agiled CRM environment.

weForms With Agiled CRM

Integrating weForms with Agiled CRM offers a cohesive solution for managing contact interactions. This integration facilitates the effortless transfer of user data collected through weForms directly into your Agiled CRM system. Every submission via weForms seamlessly translates into a new contact entry within Agiled CRM. This synergy amplifies your lead generation and customer relationship strategies, ensuring your contact list remains current and interactions are seamlessly monitored within the Agiled CRM framework.

Tripetto Form With Agiled CRM

By integrating Tripetto Form with Agiled CRM, you establish a seamless channel for managing your contact interactions. This integration streamlines the transfer of user information captured through Tripetto Form directly into your Agiled CRM system. Each submission via Tripetto Form effortlessly transforms into a new contact entry within Agiled CRM. This collaboration enhances your lead generation and customer relationship strategies, ensuring your contact database stays updated and interactions are seamlessly tracked within the Agiled CRM ecosystem.

PAFE Form with Agiled CRM

Integrating PAFE Form with Agiled CRM creates a streamlined pathway for managing your contact interactions. This integration facilitates the smooth transfer of user information captured through PAFE Form directly into your Agiled CRM system. Each submission via PAFE Form seamlessly transforms into a new contact entry within Agiled CRM. This collaboration enhances your lead generation and customer relationship strategies, ensuring your contact database remains current and interactions are seamlessly tracked within the Agiled CRM framework.

Everest Forms with Agiled CRM

Integrating Everest Forms with Agiled CRM establishes an efficient channel for managing contact interactions. This integration simplifies the transfer of user information captured via Everest Forms directly into your Agiled CRM system. Each submission made through Everest Forms effortlessly translates into a new contact entry within Agiled CRM. This synergy bolsters your lead generation and customer relationship strategies, ensuring your contact list remains up-to-date and interactions are seamlessly tracked within the Agiled CRM environment.