# 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

{% hint style="success" %}
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.
{% endhint %}

{% stepper %}
{% step %}
**Create a new data flow in Coupler.io** and select **AgileCRM** as your data source.
{% endstep %}

{% step %}
**Enter your AgileCRM credentials.** Provide your AgileCRM domain (just the subdomain, not the full URL), your login email address, and your REST API key.
{% endstep %}

{% step %}
**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.
{% endstep %}

{% step %}
**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.
{% endstep %}

{% step %}
**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.
{% endstep %}
{% endstepper %}

## 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      |