AGILE CRM N8N INTEGRATION: AUTOMATE AGILE CRM WITH N8N
Looking to automate Agile CRM with n8n? You’re in the right place. The Agile CRM n8n integration gives you access to 15 powerful actions to automate your customer relationship management without writing a single line of code.
With this integration, you can create, update, retrieve, and delete contacts, companies, and deals directly from your n8n workflows. Whether you need to sync leads from a web form, automatically update deal statuses based on external triggers, or bulk-retrieve contact data for reporting, the Agile CRM n8n connection handles it seamlessly.
In this guide, you’ll discover exactly how to connect Agile CRM to n8n, explore every available action in detail, and learn practical ways to leverage this integration for your business automation needs.
WHY AUTOMATE AGILE CRM WITH N8N?
The Agile CRM n8n integration gives you access to 15 distinct actions covering three core resources: contacts, companies, and deals. This means you can build comprehensive CRM automation workflows that handle everything from lead capture to deal closure—all running automatically in the background.
The benefits are substantial. Time savings come from eliminating manual data entry: instead of copying contact information between platforms, n8n handles the sync automatically. Improved responsiveness means your team gets notified instantly when deals progress or new contacts arrive. Zero oversight ensures that every lead captured, every deal updated, and every company added triggers the appropriate follow-up actions—24/7, without human intervention. And with n8n’s ability to connect Agile CRM to hundreds of other applications, you create seamless integrations across your entire tech stack.
Concrete examples? Automatically create Agile CRM contacts when someone fills out a Typeform survey. Update deal values when payments are processed in Stripe. Sync company data bidirectionally with your accounting software. Send Slack notifications when high-value deals move to a new milestone. The possibilities extend as far as your workflow imagination.
HOW TO CONNECT AGILE CRM TO N8N?
Basic configuration:
- Log into your Agile CRM account: Navigate to your Agile CRM dashboard and access the Admin Settings section.
- Generate your API Key: Go to the API & Analytics section, then locate your REST API key. Copy this key—you’ll need it for n8n configuration.
- Get your Agile CRM subdomain: Note your account subdomain (the part before .agilecrm.com in your URL).
- Add credentials in n8n: In your n8n instance, create a new Agile CRM credential. Paste your API key and enter your subdomain when prompted.
- Test the connection: Add an Agile CRM node to a workflow and select your credential. Run a simple “Get many contacts” action to verify everything works.
💡 TIP: Store your API key securely and never share it publicly. If you suspect your key has been compromised, regenerate it immediately in Agile CRM’s admin panel. Also, consider creating a dedicated Agile CRM user for API access—this makes it easier to track automated actions in your CRM’s activity logs.
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AGILE CRM ACTIONS AVAILABLE IN N8N
Create a company
The “Create a company” action allows you to programmatically add new company records to your Agile CRM database. This is particularly valuable when you’re capturing business leads from multiple sources and need them consolidated in your CRM automatically.
Key parameters: Credential to connect with (required dropdown for authentication), Resource (set to “Company” by default, required), Operation (pre-set to “Create”, required), JSON Parameters (optional toggle for sending additional data), and Additional Fields (optional section for custom properties).
Use cases: Create a company record when a business signs up through your website, add companies automatically when importing data from LinkedIn Sales Navigator, or generate company entries when processing B2B lead lists from marketing campaigns.
Delete a company
The “Delete a company” action removes a specified company record from your Agile CRM account. Use this for data cleanup workflows, GDPR compliance automation, or removing duplicate entries.
Key parameters: Credential to connect with (required dropdown), Resource (fixed to “Company”, required), Operation (fixed to “Delete”), and Company ID (required text input for the unique identifier).
Use cases: Automatically remove companies that have been marked as “Do Not Contact”, clean up test data after workflow testing, or delete duplicate company records identified by a deduplication workflow.
Get a company
The “Get a company” action retrieves detailed information about a specific company from Agile CRM using its unique identifier. This is essential for workflows that need to check company data before taking further actions.
Key parameters: Credential to connect with (required dropdown), Resource (set to “Company”, optional), Operation (pre-set to “Get”, required), and Company ID (required text field for the unique identifier).
Use cases: Fetch company details before sending a personalized email campaign, verify company information exists before creating associated contacts, or pull company data to populate external reports or dashboards.
Get many companies
The “Get many companies” action retrieves multiple company records in a single operation. This is ideal for reporting, bulk operations, or syncing company data to external systems.
Key parameters: Credential to connect with (required), Resource (set to “Company”, required), Operation (fixed to “Get Many”), Return All (optional toggle, defaults to off), Limit (optional numeric input, default: 20), Filter (optional dropdown, default: “None”), and Simplify (optional toggle, defaults to off).
Use cases: Export all companies to a Google Sheet for analysis, sync company data nightly to your data warehouse, or generate weekly reports on company acquisition.
Update a company
The “Update a company” action modifies existing company records in Agile CRM. Use this to keep company information current across your integrated systems.
Key parameters: Credential to connect with (required), Resource (fixed to “Company”), Operation (fixed to “Update”), Company ID (required text input), JSON Parameters (optional toggle), and Additional Fields (optional section for specifying fields to update).
Use cases: Update company revenue data when new financial information arrives, modify company status when they become a customer, or sync address changes from your billing system integrated with HubSpot.
Update a contact
The “Update a contact” action modifies existing contact records. Critical for keeping contact information synchronized across your tech stack.
Key parameters: Credential to connect with (required dropdown), Resource (fixed to “Contact”, required), Operation (fixed to “Update”, required), Contact ID (required text input), JSON Parameters (optional toggle), and Additional Fields (optional section for custom fields).
Use cases: Update lead scores based on engagement metrics, modify contact tags when they complete certain actions, or sync profile updates from other integrated systems.
Get many contacts
The “Get many contacts” action retrieves multiple contact records for bulk operations, reporting, or synchronization tasks.
Key parameters: Credential to connect with (required), Resource (set to “Contact”, required), Operation (fixed to “Get Many”), Return All (optional toggle, defaults to off), Limit (optional, default: 20), Filter (optional, default: “None”), Simplify (optional toggle), and Options (optional additional configuration).
Use cases: Weekly export of all contacts to backup systems, sync contacts to email marketing platforms like Brevo, or generate contact lists for sales team assignments.
Get a contact
The “Get a contact” action retrieves detailed information about a specific contact using their unique ID. Essential for personalization workflows and data verification.
Key parameters: Credential to connect with (required dropdown), Resource (defaults to “Contact”), Operation (fixed to “Get”), and Contact ID (required text input for the unique identifier).
Use cases: Fetch contact details before sending personalized communications, verify contact exists before processing transactions, or pull contact data for dynamic content generation.
Create a contact
The “Create a contact” action adds new contact records to Agile CRM. This is arguably the most frequently used action for lead generation and contact management workflows.
Key parameters: Credential to connect with (required), Resource (set to “Contact”, required), Operation (fixed to “Create”), JSON Parameters (optional toggle), and Additional Fields (optional section for contact properties—name, email, phone, custom fields, etc.).
Use cases: Create contacts from form submissions (Typeform, Google Forms, Webflow), add leads captured from chatbot conversations, or import contacts from event registration platforms.
💡 TIP: Use the Additional Fields section to include tags when creating contacts. This makes segmentation and follow-up automation much easier.
Delete a contact
The “Delete a contact” action removes a specific contact from Agile CRM. Use for data hygiene, compliance requests, or removing bounced/invalid contacts.
Key parameters: Credential to connect with (required), Resource (fixed to “Contact”), Operation (fixed to “Delete”), and Contact ID (required text input for the unique identifier).
Use cases: Process GDPR deletion requests automatically, remove contacts that bounce from email campaigns, or clean up duplicate contact records.
Create a deal
The “Create a deal” action establishes new deal records in Agile CRM’s sales pipeline. Essential for automating opportunity creation from various lead sources.
Key parameters: Credential to connect with (required), Resource (fixed to “Deal”), Operation (fixed to “Create”), Close Date (optional text/date), Expected Value (required numeric, default: 1), Milestone (optional), Name (required text), Probability (required numeric, default: 50), JSON Parameters (optional toggle), and Additional Fields (optional).
Use cases: Create deals when qualified leads are identified, automatically generate opportunities from pricing page interactions, or add deals when demo requests are submitted.
Get a deal
The “Get a deal” action retrieves detailed information about a specific deal using its unique identifier.
Key parameters: Credential to connect with (required), Resource (set to “Deal”, required), Operation (fixed to “Get”), and Deal ID (required text input for the unique identifier).
Use cases: Fetch deal status before sending follow-up communications, verify deal data for reporting workflows, or pull deal information for invoice generation.
Delete a deal
The “Delete a deal” action removes a specific deal from Agile CRM. Use for pipeline cleanup or removing lost/cancelled opportunities.
Key parameters: Credential to connect with (required), Resource (fixed to “Deal”), Operation (fixed to “Delete”), and Deal ID (required text input for the unique identifier).
Use cases: Remove deals marked as lost after a certain period, clean up test deals from workflow development, or delete duplicate deal records.
Update a deal
The “Update a deal” action modifies existing deal records. Critical for keeping your sales pipeline accurate as deals progress.
Key parameters: Credential to connect with (required), Resource (set to “Deal”), Operation (fixed to “Update”), Deal ID (required text input), JSON Parameters (optional toggle), and Additional Fields (optional section for specifying fields to modify).
Use cases: Update deal values when scope changes, move deals to new pipeline stages based on customer actions, or modify probability scores based on engagement metrics tracked via Clay enrichment.
Get many deals
The “Get many deals” action retrieves multiple deal records for pipeline analysis, reporting, or bulk operations.
Key parameters: Credential to connect with (required), Resource (fixed to “Deal”), Operation (fixed to “Get Many”), Limit (optional numeric input), and Return All (optional toggle, defaults to off).
Use cases: Generate weekly sales pipeline reports, sync deal data to forecasting tools, or export deals to spreadsheets for analysis.
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FREQUENTLY ASKED QUESTIONS ABOUT AGILE CRM N8N INTEGRATION
Is the Agile CRM n8n integration free to use?
The Agile CRM n8n integration itself is free—it's a native node included with n8n. However, you'll need active accounts on both platforms. n8n offers a free self-hosted option and paid cloud plans. Agile CRM has a free tier for up to 10 users with limited features, plus paid plans for advanced functionality. There are no additional costs specifically for connecting the two platforms, making the Agile CRM n8n integration accessible for businesses of all sizes.
What data can I sync between Agile CRM and n8n?
The integration supports three main resource types: contacts, companies, and deals. For each resource, you can create new records, retrieve individual or multiple records, update existing data, and delete records. This covers essential CRM operations including contact information (names, emails, phone numbers, custom fields), company details (business information, associated contacts), and deal data (values, milestones, probabilities, close dates). The JSON Parameters option also allows you to work with custom fields specific to your Agile CRM configuration.
How long does it take to set up the Agile CRM n8n integration?
Initial setup typically takes 5-10 minutes. You'll need to locate your API key in Agile CRM's admin settings, create a credential in n8n, and test the connection. Building your first working workflow might take an additional 15-30 minutes depending on complexity. For users familiar with n8n, connecting Agile CRM is straightforward since the node follows standard n8n patterns. The most time-consuming part is usually planning your automation logic rather than the technical connection itself. Learn more in our comprehensive n8n training.