Integrate Agile CRM with HubSpot Using Pabbly Connect

Learn how to create Agile CRM contacts from HubSpot using Pabbly Connect. This detailed guide walks you through each step of the integration process. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process between HubSpot and Agile CRM, first, access Pabbly Connect. Open your browser and search for Pabbly.com/connect. This will take you to the landing page where you can either sign in or sign up for a free account.

If you’re a new user, click on the ‘Sign Up for Free’ button. By creating an account, you will receive 100 free tasks to explore the features of Pabbly Connect. Existing users can simply sign in to start creating workflows.

2. Creating a Workflow in Pabbly Connect

Once signed in, navigate to the ‘All Apps’ section and click on ‘Access Now’ under Pabbly Connect. This will direct you to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner.

• Enter a suitable name for your workflow, such as ‘Create Agile CRM Contact from HubSpot CRM’.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two windows: one for the trigger and another for the action. The trigger is set to HubSpot CRM, while the action will be set to Agile CRM, allowing you to automate the process of creating contacts.

3. Setting Up HubSpot as the Trigger Application

In the trigger window, select HubSpot CRM as your trigger application. Choose the trigger event as ‘New Contact Added’. Click on ‘Connect’ and select ‘Add New Connection’ to link your HubSpot account with Pabbly Connect.

Make sure you are logged into your HubSpot account to simplify the connection process. Once connected, select the output properties required to create a new contact, such as first name, last name, email, and phone number. After selecting these fields, click on ‘Save and Send Test Request’ to retrieve the latest contact details.

4. Configuring Agile CRM as the Action Application

Next, set Agile CRM as the action application. Choose ‘Create Contact’ as the action event. Again, click on ‘Connect’ and select ‘Add New Connection’. You will need to provide your Agile CRM login email, API key, and domain.

• Find your API key in Agile CRM under Admin Settings > Developers and API.
• Use the domain format: mycompany.agilecrm.com, replacing ‘mycompany’ with your actual company name.

After entering these details, click on ‘Save’. This will connect your Agile CRM account with Pabbly Connect, allowing you to map the fields from the HubSpot response to create a new contact.

5. Mapping Fields and Testing the Integration

In the Agile CRM action setup, map the fields from the HubSpot response to the respective fields in Agile CRM. This ensures that whenever a new contact is created in HubSpot, the details will automatically populate in Agile CRM.

After mapping the first name, last name, and email, click on ‘Save and Send Test Request’. You should receive a response confirming that a new contact has been created in Agile CRM with the details obtained from HubSpot.

To verify, check your Agile CRM dashboard under the contacts section. Refresh the page, and you should see the new contact listed, confirming the successful integration through Pabbly Connect.

Conclusion

This tutorial demonstrated how to create Agile CRM contacts from HubSpot using Pabbly Connect. By following the steps outlined, you can automate your CRM processes efficiently and effectively.