Agiled CRM Integration: All In One Business Management Platform

Agiled CRM Integrations: CRM Software built with you in mind. Create and Manage Sales Pipelines and Deals. Keep Your Customers happy with Support Toolkit

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with Agiled CRM. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Agiled CRM.

Agiled CRM Integration Tutorials

Authorization of Agiled CRM Integration

First you have to select the Agiled CRM from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Agiled CRM from the action page.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

To set up Agiled CRM integration with Bit Integrations, you’ll need Agiled CRM Brand(Your Account URL) & API Key. Follow these steps to get them.

Finding Your Account URL:

• Go to Settings.
• Select Company Settings.
• Look for Account URL.
• Your URL should look like accounturl.agiled.app. For example, if your account URL is bit_integrations, then the full URL would be bit_integrations.agiled.app.
• You can also see the URL in your browser’s address bar.

Finding Your API Key:

• Go to Settings.
• Select API Settings.
• Find the API Key section to get your key.

Now copy the Account URL and API key from your Agiled CRM account and paste into integration setting then click on Authorized button. After successfully authorization then click on Next.

Once you have successfully entered your Agiled CRM Brand(Your Account URL) & API Key, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Select Action: Select an action from the dropdown option.

Select Role: Select a role from the dropdown option.

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Agiled CRM. The “First Name” and “First Name” and “Email” field is the default field in Agiled CRM, so you will need to map your form’s “Email” field to this field in Agiled CRM. You have the option to map additional fields by clicking on the Plus (+) icon.

Utilities

Available Utilities in Agiled CRM for Create Contact

• Add Owner: With Agiled CRM integration, you can assign an owner to a record when creating an account. This ensures that the assigned person is responsible for managing and updating the record. Please note that this action is only performed when creating an account and contact in Agiled CRM.
• Add Account: With Agiled CRM integration, you can assign a contact to an account when creating a contact in Agiled CRM. This ensures that the contact is associated with the correct account, which can be helpful for tracking sales opportunities and managing customer relationships.

Available Utilities in Agiled CRM for Create Account

• Add Owner: With Agiled CRM integration, you can assign an owner to a record when creating an account. This ensures that the assigned person is responsible for managing and updating the record. Please note that this action is only performed when creating an account and contact in Agiled CRM.

Available Utilities in Agiled CRM for Create Deal

• Add Deal Type: With Agiled CRM integration, you can add a deal type when creating a deal in Agiled CRM. This ensures that the deal is associated with the correct deal type, which can be helpful for tracking sales opportunities and managing customer relationships.

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your Agiled CRM. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Use Case

Bit Form with Agiled CRM

Bit Form integration with Agiled CRM using Bit Integrations. When you submit a Bit Form, a new account, contact, or deal will be created in Agiled CRM.

Elementor Form with Agiled CRM

Elementor Form integration with Agiled CRM using Bit Integrations. When you submit an Elementor Form, a new account, contact, or deal will be created in Agiled CRM.

Gravity Forms with Agiled CRM

Gravity Forms integration with Agiled CRM using Bit Integrations. When you submit a Gravity Forms, a new account, contact, or deal will be created in Agiled CRM.

WPForms with Agiled CRM

WPForms integration with Agiled CRM using Bit Integrations. When you submit a WPForms, a new account, contact, or deal will be created in Agiled CRM.

Contact Form 7 with Agiled CRM

Contact Form 7 integration with Agiled CRM using Bit Integrations. When you submit a Contact Form 7, a new account, contact, or deal will be created in Agiled CRM.

Ninja Forms with Agiled CRM

Ninja Forms integration with Agiled CRM using Bit Integrations. When you submit a Ninja Forms, a new account, contact, or deal will be created in Agiled CRM.

Forminator Forms with Agiled CRM

Forminator Forms integration with Agiled CRM using Bit Integrations. When you submit a Forminator Forms, a new account, contact, or deal will be created in Agiled CRM.

Formidable Forms with Agiled CRM

Formidable Forms integration with Agiled CRM using Bit Integrations. When you submit a Formidable Forms, a new account, contact, or deal will be created in Agiled CRM.

Fluent Forms with Agiled CRM

Fluent Forms integration with Agiled CRM using Bit Integrations. When you submit a Fluent Forms, a new account, contact, or deal will be created in Agiled CRM.