AgileCRM

AgileCRM is an all-in-one CRM platform that combines sales, marketing, and customer service tools in a single place. It helps small and mid-sized businesses manage contacts, track deals, run email campaigns, and handle support tickets without switching between apps.

Connecting AgileCRM to Coupler.io lets you pull your CRM data into spreadsheets, dashboards, or data warehouses automatically — no manual exports needed.

Why connect AgileCRM to Coupler.io?

• Automate reporting — schedule regular data syncs so your reports are always up to date

• Centralize your data — combine AgileCRM data with other sources like ad platforms or billing tools

• Build custom dashboards — send data to Google Sheets, Looker Studio, Power BI, or BigQuery

• Track pipeline health — monitor deals, tasks, and milestones without logging into AgileCRM

Prerequisites

Before you connect, make sure you have:

• An active AgileCRM account

• Your AgileCRM domain (the subdomain in your AgileCRM URL, e.g., yourcompany from yourcompany.agilecrm.com)

• Your AgileCRM email address (the one you use to log in)

• Your AgileCRM REST API key (found in your AgileCRM account under Admin Settings → API & Analytics)

Quick start

Before setting up your first importer, grab your API key from AgileCRM's Admin Settings page. Keep it handy — you'll need it during the connection step.

1

Create a new data flow in Coupler.io and select AgileCRM as your data source.

2

Enter your AgileCRM credentials. Provide your AgileCRM domain (just the subdomain, not the full URL), your login email address, and your REST API key.

3

Choose an entity to import. Select which type of data you want to pull — for example, Contacts, Deals, or Tickets. See the table below for all available entities.

4

Configure your destination. Choose where you want your data to land — Google Sheets, Excel, BigQuery, or another supported destination — and map the fields as needed.

5

Run your data flow. Click Run to do a manual test first. Once everything looks right, set a refresh schedule so your data stays current automatically.

Available entities

Entity	Description
Contacts	People in your CRM with associated properties and tags
Companies	Organizations linked to your contacts and deals
Deals	Sales opportunities with stage, value, and owner info
Notes	Notes attached to contacts, companies, or deals
Tasks	To-dos and follow-ups assigned to team members
Events	Scheduled activities and calendar events
Milestones	Deal pipeline stages and milestone definitions
Campaigns	Email marketing campaigns and their settings
Documents	Files and documents stored in AgileCRM
Ticket filters	Saved filter configurations for your support tickets
Tickets	Customer support tickets with status and priority