Connect Agile CRM and YourGPT to Build Intelligent Automations

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Agile CRM

When this happens...

Choose an Action

YourGPT

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created in agile crm

New Deal

New Deal

Triggers when a new deal is created

New Task

New Task

Triggers when a task is created.

Message Received

Message Received

Triggers when a new message is received in your YourGPT chatbot session.

User Message Sent

User Message Sent

Triggers when a user sends a message to the YourGPT chatbot in an active session.

Request a new Trigger for Agile CRM

Do thisActions

Action is the task that follows automatically within your Agile CRM integrations.

List All  Contacts

List All Contacts

Retrieves the list of all contacts

List All  Companies

List All Companies

Retrieves the list of all companies

List All Events

List All Events

Retrieves the list of all events

List All Deals

List All Deals

Retrieves the list of all deals

List All Campaigns

List All Campaigns

Retrieves the list of all campaigns

List All Tracks

List All Tracks

Retrieves the list of al tracks

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Frequently Asked Questions

How do I start an integration between Agile CRM and YourGPT?

To start, connect both your Agile CRM and YourGPT accounts to viaSocket. Once connected, you can set up a workflow where an event in Agile CRM triggers actions in YourGPT (or vice versa).

Can we customize how data from Agile CRM is recorded in YourGPT?

Absolutely. You can customize how Agile CRM data is recorded in YourGPT. This includes choosing which data fields go into which fields of YourGPT, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Agile CRM and YourGPT?

The data sync between Agile CRM and YourGPT typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Agile CRM to YourGPT?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Agile CRM and YourGPT?

Yes, you can set conditional logic to control the flow of data between Agile CRM and YourGPT. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Agile CRM

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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YourGPT

About YourGPT

YourGPT is an advanced AI tool designed to assist users in generating human-like text based on the input provided. It leverages state-of-the-art machine learning models to understand and produce text that is coherent and contextually relevant, making it ideal for content creation, customer support, and more.

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