Agile CRM Integration

Overview

Agile CRM is a cloud-based customer relationship management (CRM) software that provides businesses with a comprehensive suite of tools to manage their customer interactions and improve their overall sales and marketing efforts. Designed to help businesses automate and streamline their customer engagement processes, allowing them to stay organized, respond to customer inquiries quickly, and track their customers' behaviors and preferences.

Experience.com’s Agile CRM integration solution allows enterprise customers to automatically send surveys to loan customers during and after key moments in the lending/homebuying process. The Agile CRM integration allows you to:

• Ingest transaction data from Agile CRM into Experience.com.

• Map ingested data to campaigns within the account

• Automate campaigns and surveys to clients/customers based on role, transaction type, status, or location.

Transactions ingested from Agile CRM into the XMP are labeled as verified transactions.

Prerequisites for Configuring an Agile CRM Integration

Several prerequisites must be met before Experience.com can access and ingest transaction data from Agile CRM for a specific organization. Agile CRM uses Zapier’s technology to integrate with Experience.com and other integrations. To integrate with Agile CRM via Zapier, you will need:

• A Zapier Starter package plan ($19.99/mo)

• An API key from the organization’s Agile CRM instance

  • Your API key can be found by navigating in Agile CRM to Profiles>>Admin Settings>>Developers & API.

• An API key from the account’s ingestion set up in the XMP

Obtain an API Key from your Account’s Ingestion Setup

1. To create a new configuration, navigate to the Account Settings page and open the Ingestion Settings. Scroll to find and click Agile CRM, and then click the blue “New Connection” button.

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2. Once the connection is created, some information is required to verify and activate it.

   1. Give the connection a name.

   2. The API Key you retrieved from your Agile CRM instance.

   3. The accompanying Agile CRM domain code.

   4. A point of contact email address in case an error occurs or if a reconnection is needed.

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3. Scroll down to the bottom of the ingestion setup, ensure the Activate Connection setting is checked, then click the blue Save button.

4. When the Follow Up Boss CRM configuration has been verified and connected, click back into it to access the API Key.

   1. When called for in the instructions, locate the API Key and click the copy button to copy it to your computer’s clipboard.

Configuring the Agile CRM Integration

To configure the integration between Agile CRM and Experience.com, you will first need to create a Zap within Zapier. Then, a filter should be added so that transactions are only ingested when a transaction status equals a preferred value. Once a filter has been added, a zap can be created for Experience.com to retrieve the information. Finally, the data from LendingPad has to be mapped to fields available via Zapier. Once the fields are mapped properly, the connection can be finalized.

Take the following steps to get started:

Create a Agile CRM Zap in Zapier

1. Log in to Zapier, then click Create Zap.

2. Click 1. Trigger to start building the Zap.

3. In the search bar, search for and select Agile CRM from the list of Apps.

4. Once you have chosen Agile CRM as the app, select the trigger event: Changing Any Deal Milestone. Then, click Continue.

5. Click the sign-in button next to the Agile CRM logo, then enter the API key, domain, and email that you retrieved from your Agile CRM instance. Click Yes, Continue to Agile CRM.

   1. The API key can be found within the Profile>>Admin Settings>>Developers & API within Agile CRM.

6. When the Agile CRM credentials are accepted, test the connection. Here, you will see sample transaction data on your screen to ensure the information is pulling in properly.

Add a Filter to the Zap

7. Click 2. Action, then search for and select Filter (only proceed when a condition is set).

8. Under the Filter setup & testing section, set the condition to only continue if the field milestone equals [preferred value] to trigger a campaign. Based on the filter(s) set here, only data that match these conditions will be able to flow through to the XMP.

Create an Action for Experience.com to Retrieve the Data

9. Once the condition has been set, Add another action by clicking the + button below the filter.

10. Search for and select Experience.com. For the event, enter Retrieve LendingPad Transactions.

11. Click Continue. In the Account sub-menu, click Connect a new account. When re-directed, enter the API key that you retrieved from the account’s ingestion set-up in the XMP and click Continue.

Map Agile CRM Fields to XMP Fields

12. When the Action menu expands, each field from Agile CRM needs to be mapped to a Zapier field.

For each field provided on the screen by Zapier, type or insert the corresponding field from Agile CRM:

13. When the fields have all been mapped, click Retest & Continue to test that data is pulling into all of the places it should be.

14. Finally, click Done Editing, then turn the Zap on with the toggle at the top of the page.

Once the Zap is enabled, data will be pulled in from Agile CRM and into Experience.com for transaction ingestion. Because of the API connection within the integration, data is transferred more often than on a daily basis. Transactions will typically be processed within hours of the status update.