Agile CRM and Airtable Integration: Automatic Transfer of Contacts

Agile CRM is a progressive service for automating sales and marketing tasks, which allows you to conduct e-commerce and manage customer relationships. Airtable is a cloud no-code platform for convenient and efficient work with information, project, and sales management, which is a hybrid of a database and a spreadsheet. The efficiency of working with these tools increases significantly when the process of transferring information between systems is automated. In our article, you will find information on how to set up Agile CRM and Airtable integration.

Automating the routine process of data transfer will free you from one of the most boring work tasks. Its practical benefit is expressed in significant savings of time and labor resources, as well as in eliminating the risk of errors. Moreover, the integration of the CRM platform and the database service significantly speeds up the processing of information. This will help increase your productivity and improve the performance indicators of both a separate department and the company as a whole.

Now you will not have to manually enter the contact information of the customer or buyer (names, surnames, mobile phone numbers, email addresses, etc.). This allows you to optimize your activities and improve interaction with clients, ensuring a high level of feedback. In addition, you will gain an advantage over your competitors who have not yet used such automation in their business.

To set up the Agile CRM integration with Airtable, first create a new connection.

Select the data source system. You need Agile CRM. Click “Continue”.

Choose the action "Get CONTACTS (new)". Click “Continue”.

Connect your Agile CRM account to ApiX-Drive.

In this window, you must specify the domain, login, and API key.

To get this data, go to your Agile CRM personal account. Copy the domain from the address bar without additional characters.

Paste the domain into the appropriate field in ApiX-Drive.

Specify the Agile CRM user login.

To get an API key, return to your Agile CRM personal account. Here, go to your account settings. Click on “Admin Settings”.

Find the "Developer API" section.

Copy the REST API key.

Paste the API key into the appropriate field in ApiX-Drive. Then click "Continue".

When the connected login appears in the list of active accounts, select it and click "Continue".

There are no additional settings provided for the Agile CRM system, so just click "Edit and continue".

Here, you can set up a data filter. In this case, there is no need for this, so you can also click "Continue".

Now you see data for one of your Agile CRM contacts. Click "Continue".

Setting up the Agile CRM data source has been successfully completed.

Now, you can proceed to setting up the data receiver. For this, click on the appropriate button.

To set up the Airtable integration with Agile CRM, select the data receiver system. You need Airtable. Click “Continue”.

Select the action "Add ROW". Click “Continue”.

Сonnect your Airtable account to ApiX-Drive.

Specify the login (email) of your Airtable personal account. Click “Continue”.

Specify the password of your Airtable personal account. Click “Sign in”.

Provide ApiX-Drive access to work with your Airtable databases. To do this, click "Add a Base".

We recommend providing access to all databases at once in order to be able to work with them in the future. Then, click “Grant access”.

When the connected login appears in the list of active accounts, select it and click "Continue".

Select the base in which new rows will be created. Also, select the table.

Now, you see the Airtable fields for creating new rows. You can assign variables from Agile CRM to these fields. To do this, click in the field and choose a variable from the drop-down list.

Please note that you can use not only variables from the drop-down list but also enter data manually.

When all required fields are filled in, click "Edit and continue".

Now, you see an example of the data that will be transferred to Airtable as new rows with each new contact from Agile CRM. If you are not satisfied with something, click "Edit", and you will go back a step. To check the correctness of the settings, click "Send Test Data to Airtable".

After successful sending, go to Airtable and check the result.

Return to ApiX-Drive and continue setting up the Airtable & Agile CRM integration.

In order for data transfer to occur automatically, configure auto-update. Click “Enable update”.

Click on the gear button.

Select the interval for the operation of the connection. For example, once every 5 minutes. Moreover, here you can give the connection a different name and assign it to a group. Click “Continue”.

Agile CRM & Airtable integration was completed. Congratulations!

By setting up Agile CRM integration with Airtable following our instructions and activating automatic updates, you have received a stable and efficient working connection between these systems. You have probably already seen the real results of the connection – the automatic transfer of data.

Airtable integration with Agile CRM will save you from monotonous and tedious manual work. Thanks to this integration, you will not have to transfer data yourself. This process will be fully automated. Our online connector ApiX-Drive will handle routine tasks. You will have additional time to focus on improving the quality of customer service, learning new marketing strategies, and other important aspects that contribute to the growth of your business.