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Once the connection is created, some information is required to verify and activate it.
Give the connection a name.
The API Key you retrieved from your Agile CRM instance.
The accompanying Agile CRM domain code.
A point of contact email address in case an error occurs or if a reconnection is needed.
Scroll down to the bottom of the ingestion setup, ensure the Activate Connection setting is checked, then click the blue Save button.
When the Follow Up Boss CRM configuration has been verified and connected, click back into it to access the API Key.
When called for in the instructions, locate the API Key and click the copy button to copy it to your computer’s clipboard.
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Configuring the Agile CRM Integration
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