Prerequisites
Before you can add the connection, you must obtain your REST API Key from your AgileCRM account:1
Log in to your AgileCRM account and go to Admin Settings > API & Analytics.
2
Copy the API Key listed under API Key for REST Clients.
Setup Guide
Follow these steps to connect AgileCRM to your Connect AI account:1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type AgileCRM into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Enter the Domain, which is the subdomain of your AgileCRM account URL. For example, if your AgileCRM URL is https://yourcompany.agilecrm.com, the Domain is yourcompany.
6
Set the User to your AgileCRM login email address.
7
Set the Password to the REST API Key that you obtained in the prerequisites.
8
At the top of the Connect AI Add Connection page, click Save & Test.
- If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
- Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.
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