Agile CRM is a customer relationship management software. It offers sales, marketing and service CRM for small businesses. You can manage your contacts, appointments along with one-click calling, voicemail automation. In addition to managing your projects, you can also create marketing campaigns and embed social media platforms in them using the Social Suite. The Agile CRM App Connector syncs and manages contacts with other third-party apps.
Before you connect your Insightly account with Agile CRM, you can go through some basic specifications of the Agile CRM App Connector.
Agile CRM uses a Basic + URL authorization type. The authorization does not expire in this case.
Agile CRM uses webhook-based triggers where upon setting up, Integry will generate a URL which the user has to paste inside the Agile CRM admin settings.
Following are the limitations of the Agile CRM App Connector as of now:
- Custom fields are not supported in the activities.
- Webhooks are only supported for Agile CRM Enterprise users.