How to connect ChargeBee with AgileCRM
ChargeBee / AgileCRM

Connect ChargeBee to AgileCRM with LeadsBridge

ChargeBee » AgileCRM

In this article, you'll learn how to set up the bridge and connect ChargeBee to AgileCRM using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your ChargeBee source

  1. Type in the name you'd like to call your integration
  2. Enter Domain, API Key and Domain to connect your ChargeBee with LeadsBridge
  3. In the URL, enter the site name of your account. Example URL: ( OPEN LINK) Site name from the example: sitename

    In order to obtain the API Key, log in your ChargeBee account, select Settings » Configure ChargeBee » API Keys and Webhooks and then click on the API Keys tab. If no API Keys are listed, you need to create it clicking on the Add an API Key button.
  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your AgileCRM destination

  1. Type in the integration's name in the dedicated field
  2. Enter URL, Email and REST API Key to connect AgileCRM with LeadsBridge
  3. During your first Agile CRM integration setup you'll need to insert your account's URL, Email address and REST API Key. In order to get them you should follow the steps below:
    1. Log into your Agile CRM account
    2. Head over to your browser's address bar
    3. Copy the URL, it should be something like:
    4. Go into LeadsBridge's integration setup and paste it inside the URL field
    5. Go inside the Email field and type down your Agile CRM user's email address
    6. Return into your Agile CRM account
    7. Click on your Avatar and then click on Admin Settings, you should be an Admin user to have access into this area
    8. After that, click on Developers & API
    9. Copy your API Key under API Key » REST API
    10. Go back into LeadsBridge's integration setup and paste your API Key inside the REST API Key field
    11. Finally, click on Next or Finish button to save your Agile CRM integration setup

  4. Click on the Next button
  5. You'll now be able to select the destination segment to send your leads to
  6. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  7. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from ChargeBee to AgileCRM with LeadsBridge, do not hesitate to contact our Support!