AGILE CRM

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What is Agile CRM Connector?

Agile CRM Connector is a Looker Studio connector that helps to connect Looker Studio with Agile CRM and use it as a data source in Looker Studio.

Agile CRM Connector turns your data into informative dashboards and reports that are easy to read, easy to share, and fully customizable.

What is Agile CRM?

Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses.

Agile CRM offers contact management, telephony tools, appointment scheduling, marketing automation, project management, a landing-page builder and knowledge base functionalities.

How does it work?

Step 1: Choose "Agile CRM" connector from Google Looker Studio Partner Gallery

Step 2: Copy the domain from the URL in the Agile CRM website

Step 3: Click on your profile and go to Admin Settings.

Step 4: Click on Developers & API and Copy the REST API Key.

Step 5: Provide your Domain from Agile CRM Website e.g. {domain}.agilecrm.com, API Key(Token), and Email ID for accessing Agile CRM.

Step 6: Choose the Object you want to use

Step 7: The available fields from the Object are listed.

Step 8: Use this as a data source and continue normally with designing your report in Looker Studio.

Step 9: You can customize the dashboard as you want.

Pricing

Agile CRM - Looker Studio Dashboard

An example of a dashboard created in Looker Studio with Agile CRM Data Connector.

Agile_CRM_Dashboard_report-_by_Jivrus_Technologies.pdf

Schema Documentation

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