Syncing 10,000 leads/mo? Get a demo
ChartMogul logo
AgileCRM logo

How to connect ChartMogul with AgileCRM

Connect ChartMogul to AgileCRM with LeadsBridge

ChartMogul » AgileCRM

In this article, you'll learn how to set up the bridge and connect ChartMogul 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 1: Bridge's Main information

  1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
  2. You may add labels to help you identify your bridge later
  3. Choose ChartMogul as the source for your bridge
  4. Choose AgileCRM as the destination
  5. Click on the Next button

Step 2: Setup your ChartMogul source

  1. Type in the name you'd like to call your integration
  2. Enter Secret Key and API Token to connect your ChartMogul with LeadsBridge
  3. Find your Account Token and Secret Key in the ChartMogul API Admin page. Click the gear icon that's present in the bottom left of your account. There you will see the API tab with the Account Token and Secret Key. ( OPEN LINK)
  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

Step 4: Fields Mapping

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on AgileCRM.

Underneath there's a box where you may add the information you'd like to send.

  • Check each of the AgileCRM fields available
  • Match the information you wish to pass along from ChartMogul
  • You may type the information manually and pass them as a static value
  • Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
  • You may also leave blank the box of a field's information you don't want to send through

Custom Fields

  1. If you'd like to add more fields, just look at the bottom of the page
  2. Head over the "Don't find a CRM custom field?" box
  3. Select the field you'd like to add from the dropdown list
  4. Click the Add Custom Field button
  5. The field will appear above
  6. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

Step 5: Test

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

  1. To create a new test lead, fill in the required information when prompted
  2. Click Test Now
  3. To test with a real lead, switch the toogle to "Test with existing lead".
  4. Click Sync Now along the lead you'd like to send
  5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
  6. Click Finish to save your settings and turn active your bridge

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 ChartMogul to AgileCRM with LeadsBridge, do not hesitate to contact our Support!