Who can connect Agile CRM for the company?

A company connection is installed by an administrator.

Can I connect Agile CRM just for myself?

Anyone can install a personal connection within the plan’s limit and use it in their own conversations.

Do I use my Agile CRM account or a company account?

Yours: Agile CRM requires an API key, and each person registers their own, generated in their account. The key is stored encrypted and nobody sees it, not even the administrator.

Does Skyller do everything on that action list?

The list is what the vendor offers. What the AI uses in your company is what the administrator turned on, for the groups they defined — Skyller never widens the connector's access.

Does an action in Agile CRM happen without anyone approving it?

Reads happen within permission. Write actions have a risk level; sensitive ones show a confirmation card before running and are recorded. The company adjusts the classification when needed.

Agile CRM does not show up in my company's catalog.

The administrator may have hidden the integration for your company, or the vendor may have discontinued it — in that case it leaves the catalog on the next synchronization, without deleting what was already connected. Talk to whoever administers Skyller in your company.

Integration · CRM and sales

Agile CRM in Skyller.

Connect Agile CRM to Skyller and the AI starts reading from and acting in it through the functions your company enables — with each person's own login, approval before sensitive actions and a record of every call. Below, the actions and events the vendor publishes, what it takes to start and where this fits into the work.

Talk to a specialist Try it free

Actions and events

Agile CRM

CRM and sales

Agile CRM combines contact management, sales pipelines, marketing automation, tasks, campaigns, and customer support in one platform.

Actions: 10
Events: 0

Source: Composio catalog
Login: API key
Country: Global — no specific country
Actions list: re-read from the vendor every 24 hours
Official site: www.agilecrm.com

Description and action names are the ones the vendor publishes, in English; action descriptions are shown summarized. Skyller does not alter that content.

10 ACTIONS

published by the vendor; the company enables only the necessary ones

0 EVENTS

triggers the system can send, when the vendor offers them

API KEY

each person signs in with their own credential, encrypted

APPROVAL BY RISK

sensitive actions show a card before running

Live proof

One request, one query in Agile CRM and one approval.

The scene shows the path of a request; the exact actions depend on the functions your company enables in Agile CRM.

Input
A team member asks, in the conversation, for something that today requires opening Agile CRM — inside their area's space, with their login.
What Skyller does
1. 01Picks, among the enabled functions, a query action and looks the information up in Agile CRM with the person's own credential.
2. 02If the request requires writing something in Agile CRM, acts within permission; if the function is sensitive, it first shows the card and waits for Approve.
3. 03Returns the result in the conversation and records who asked, which action was used and when.
Result
Agile CRM stops being an open tab and starts answering inside the conversation — through the functions your company enabled.

Good to know

The available actions are the ones the vendor publishes for Agile CRM; in your company only the functions turned on by the administrator are available.
If a write action is not classified as sensitive, it may run without a card; the classification is adjustable by the company.
Being in this catalog does not mean being installed, with a valid login, working in your company.

Illustrative scene with fictitious data; no action is named because the choice depends on the functions your company enables.

Where this helps your work

Agile CRM inside the conversation where the work happens.

Three common situations for people who use Agile CRM every day. What Skyller does in each one depends on the functions your company turns on.

Preparing the meeting

“Summarize this customer's history before the call.”

The salesperson asks by name. Skyller queries Agile CRM through the read functions enabled for sales and builds the summary with the latest interactions and the deal stage.

CRM context in the conversation

Logging the follow-up

“Create the follow-up activity for Friday.”

Creating a record in Agile CRM is a write action; with the function set to ask for approval, Skyller shows the card with the deal, the date and the note and waits for Approve.

Record with approval

Administering

“Reading, yes. Changing a proposal's value, no.”

The administrator turns on reading and activity creation for the team; changing values and deleting records stay off. Every call to Agile CRM goes in the record.

Function by function

Actions and events

What the vendor offers in Agile CRM.

Names as the vendor publishes them, in English, with the description summarized to its first sentence. In your company, the administrator turns on only the necessary actions; none of them runs without permission, and sensitive ones go through approval.

Showing 10 of 10

Create Contact or Company
AGILE_CRM_CREATE_CONTACT_OR_COMPANY
Create a person contact with optional tags and scoring, or a company, with common and tenant custom properties.
Create Deal
AGILE_CRM_CREATE_DEAL
Create a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline.
Delete Contact or Company
AGILE_CRM_DELETE_CONTACT_OR_COMPANY
Permanently delete one person contact or company by numeric ID.
Delete Deal
AGILE_CRM_DELETE_DEAL
Permanently delete one deal by its numeric Agile CRM ID.
Get Contact or Company
AGILE_CRM_GET_CONTACT_OR_COMPANY
Get one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist.
Get Deal
AGILE_CRM_GET_DEAL
Get one deal by its numeric Agile CRM ID; return null when the deal does not exist.
List Contacts
AGILE_CRM_LIST_CONTACTS
Return one creation-ordered page of person contacts, with a cursor for the next page when more contacts exist.
List Deals
AGILE_CRM_LIST_DEALS
Return one creation-ordered page of deals, with a cursor for the next page when more deals exist.
Update Contact or Company
AGILE_CRM_UPDATE_CONTACT_OR_COMPANY
Add or replace selected properties on one person contact or company without replacing properties that are not included.
Update Deal
AGILE_CRM_UPDATE_DEAL
Partially update selected fields of an existing deal without replacing fields that are not supplied.

Before you start

What your company needs to use Agile CRM.

Login: Each person enters their own Agile CRM API key, generated in their account. The key is stored encrypted and nobody sees it, not even the administrator.
Who installs: An administrator connects Agile CRM for the company and shares it with people or groups. Anyone can connect just for themselves, within the plan's limit.
Functions: 10 published actions: the administrator turns on only the necessary ones. Sensitive ones ask for confirmation before running.
Plan: Counts as a company or personal connection within the plan's allowance; the larger plans have no cap. The connections-per-plan table is on the catalog page.

Questions from the people who decide

Common doubts before connecting Agile CRM.

Related integrations

Other CRM and sales integrations.

See the full catalog

Next step

Connect Agile CRM and try it with your team.

Try it free with your team or book a demo: together we pick the Agile CRM functions to enable and show the first approved action, with fictitious data.