Agile Integration

Agile CRM Integration:

Integrate Kommunicate with Agile CRM to ensure up-to-date customer information. Follow these simple steps to automatically forward customer contact details and enhance your customer management workflows.

Step 1: Log in to Kommunicate

Log in to your Kommunicate Dashboard and navigate to the Integration section. Select Agile CRM.

Step 2: Enter Agile CRM Credentials

Provide the following:

• Registered email address
• Agile CRM Rest API Key
• Sub-domain. Example: (https://your_subdomain.agilecrm.com/)

Step 3: Complete Integration

Enter the required details and click Integrate. Optionally, enable auto-forwarding of contacts.

Step 4: Test Integration

Start a chat on your Kommunicate widget, then:

• Go to the Conversation section
• Open the particular test chat
• Click "Forward to Integrations" above the typing area
• Select "Agile CRM" (manual forwarding option)

Step 5: Verify Integration

Visit Agile CRM's Contacts section to confirm synchronized customer contact details.