28.09.2024
338

Agile CRM and Airtable Integration: Automatic Transfer of Contacts

Yuliia Zablotska
Author at ApiX-Drive
Reading time: ~12 min

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.

Content:
1. How to Set Up Agile CRM and Airtable Integration
2. Setting Up the Data Source – Agile CRM
3. Setting Up the Data Receiver – Airtable
4. Setting Up Auto-Update
5. What's the Result?
***

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.

Agile CRM and Airtable integration | User's contact in Agile CRM

Once you set up and launch Airtable and Agile CRM integration via our online connector ApiX-Drive, you will be able to immediately observe and evaluate its results. New data that comes to the platform for customer relationship management (for example, contacts of potential clients) will be automatically transferred to the database as new rows.

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.

Agile CRM and Airtable integration | Result of the data transfer to Airtable

How to Set Up Agile CRM and Airtable Integration

Successful Agile CRM + Airtable integration does not require programming knowledge or understanding of the API. You also do not need to invite third-party IT specialists for help. All the most complex actions will be performed by our online connector ApiX-Drive. This tool allows you to successfully connect systems without any extra effort. Ease of use and an intuitive interface make it possible to do this quickly. The entire process will take you a maximum of 10 minutes. If you are still wary of doing this yourself because you are afraid of "clicking the wrong thing", we offer step-by-step instructions in text and video format. They will help you correctly connect accounts and perform all settings without errors.

So, let's get started. Take the first step – register on the official website, apix-drive.com. Already done? Great! Let's start Airtable + Agile CRM integration.

Setting Up the Data Source – Agile CRM

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

Agile CRM and Airtable integration | Сreate a new connection


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

Agile CRM and Airtable integration | Select the Agile CRM


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

Agile CRM and Airtable integration | Choose the action "Get CONTACTS (new)"


Connect your Agile CRM account to ApiX-Drive.

Agile CRM and Airtable integration | Connect your Agile CRM account to ApiX-Drive


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

Agile CRM and Airtable integration | Window for specifying 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.

Agile CRM and Airtable integration | Copy the domain from the address bar without additional characters


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

Agile CRM and Airtable integration | Paste the domain into the appropriate field in ApiX-Drive


Specify the Agile CRM user login.

Agile CRM and Airtable integration | 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”.

Agile CRM and Airtable integration | Go to your account Agile CRM settings and click on “Admin Settings”


Find the "Developer API" section.

Agile CRM and Airtable integration | Find the "Developer API" section


Copy the REST API key.

Agile CRM and Airtable integration | Copy the REST API key


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

Agile CRM and Airtable integration | Paste the API key into the appropriate field in ApiX-Drive


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

Agile CRM and Airtable integration | Select the connected login


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

Agile CRM and Airtable integration | 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".

Agile CRM and Airtable integration | Also click "Continue"


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

Agile CRM and Airtable integration | Click "Continue"


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

Connect applications without developers in 5 minutes!

Setting Up the Data Receiver – Airtable

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

Agile CRM and Airtable integration | Click on the button "Start Configuring Data Destination"


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

Agile CRM and Airtable integration | Select the Airtable


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

Agile CRM and Airtable integration | Select the action "Add ROW"


Сonnect your Airtable account to ApiX-Drive.

Agile CRM and Airtable integration | Сonnect your Airtable account to ApiX-Drive


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

Agile CRM and Airtable integration | Specify the login (email) of your Airtable account


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

Agile CRM and Airtable integration | Specify the password of your Airtable account


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

Agile CRM and Airtable integration | 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”.

Agile CRM and Airtable integration | Provide access to all databases


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

Agile CRM and Airtable integration | Select the connected login


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

Agile CRM and Airtable integration | Select the base and 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.

Agile CRM and Airtable integration | 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.

Agile CRM and Airtable integration | You can also enter data manually


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

Agile CRM and Airtable integration | 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".

Agile CRM and Airtable integration | To check the correctness of the settings, click "Send Test Data to Airtable"


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

Agile CRM and Airtable integration | Go to Airtable and check the result


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

Agile CRM and Airtable integration | Return to ApiX-Drive and continue setting up

Setting Up Auto-Update

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

Agile CRM and Airtable integration | Click “Enable update”


Click on the gear button.

Agile CRM and Airtable integration | 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 and Airtable integration | Select the interval for the operation of the connection


Agile CRM & Airtable integration was completed. Congratulations!

What's the Result?

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.

***

Read also about other integrations: