Agile CRM
Agile CRM combines contact management, sales pipelines, marketing automation, tasks, campaigns, and customer support in one platform.
Tools (10)
Create Contact or Company
Create a person contact with optional tags and scoring, or a company, with common and tenant custom properties.
Inputs: name, tags, email, phone, last_name, lead_score, star_value, resource_type, custom_properties, contact_company_id
Create Deal
Create a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline.
Inputs: name, owner_id, milestone, close_date, contact_ids, description, pipeline_id, probability, custom_fields, expected_value
Delete Contact or Company
Permanently delete one person contact or company by numeric ID.
Inputs: resource_id
Delete Deal
Permanently delete one deal by its numeric Agile CRM ID.
Inputs: deal_id
Get Contact or Company
Get one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist.
Inputs: resource_id
Get Deal
Get one deal by its numeric Agile CRM ID; return null when the deal does not exist.
Inputs: deal_id
List Contacts
Return one creation-ordered page of person contacts, with a cursor for the next page when more contacts exist.
Inputs: cursor, page_size
List Deals
Return one creation-ordered page of deals, with a cursor for the next page when more deals exist.
Inputs: cursor, page_size
Update Contact or Company
Add or replace selected properties on one person contact or company without replacing properties that are not included.
Inputs: properties, resource_id
Update Deal
Partially update selected fields of an existing deal without replacing fields that are not supplied.
Inputs: name, deal_id, milestone, close_date, contact_ids, description, pipeline_id, probability, custom_fields, expected_value