How to integrate your poptin with Agile CRM?

In this Help Guide, we will try to illustrate how to integrate poptin with Agile CRM

Follow through the steps to understand the process:

Login to your Agile CRM account and click on your account avatar icon on the top right corner then go to Admin Settings



Scroll down to Developer & API tab on the left menu



Now, copy the Rest API key from here



Now scroll up to Users on the left menu and copy your user email address



Now copy your user domain name from the top of the url. For example, on a URL like "steve.agilecrm.com" the user domain name is steve



Now go back to your Poptin account and go to Email and Integration > Add Integration on the Design Settings of your popup



Now, find Agile CRM from the list of Integrations and paste your Rest API key, Username email and User Domain Name copied from your Agile CRM account in the respective fields



Once you have successfully pasted all the required details, just hit on Approve tab to make the integration active



Finally, don't forget to click on Publish Changes tab on the top right corner to save the activated integration in the popup settings



That's all. The Integration is live and working now. Check for our test email by the name of "poptin check" on the Contacts section in Agile CRM that will ensure that the integration was successful.

Note: Supported fields in Agile CRM <> Poptin integration are as below.

Name
Email
Phone
Website

Updated on: 15/11/2024