Data Overview

AgileCRM gives you access to a wide range of CRM data across sales, marketing, and support. When you connect through Coupler.io, you can pull structured data from any of the available entities and use it in your reports and dashboards.

Available entities

Entity	What it contains
Contacts	Contact records with properties, tags, lead score, owner, and activity history
Companies	Company profiles with industry, size, website, and linked contacts
Deals	Deal name, value, stage, probability, close date, and assigned owner
Notes	Note content, associated record (contact/company/deal), author, and timestamp
Tasks	Task subject, type, due date, status, priority, and assignee
Events	Event title, start/end time, associated contact, and attendees
Milestones	Pipeline stage names, order, and probability percentages
Campaigns	Campaign name, status, type, stats, and creation date
Documents	Document name, type, associated contact or deal, and upload date
Ticket filters	Filter name, conditions, and associated ticket view settings
Tickets	Ticket subject, status, priority, assignee, requester, and timestamps

Contacts

Key fields

Field	Description
id	Unique contact identifier
first_name / last_name	Contact's full name
email	Primary email address
phone	Phone number
lead_score	Numeric lead score assigned in AgileCRM
tags	List of tags applied to the contact
owner	Team member responsible for the contact
created_time	Timestamp when the contact was created
updated_time	Timestamp of the last update

Companies

Key fields

Field	Description
id	Unique company identifier
name	Company name
url	Company website
industry	Industry category
no_of_employees	Estimated employee count
tags	Tags applied to the company
created_time	Record creation timestamp

Deals

Key fields

Field	Description
id	Unique deal identifier
name	Deal name
expected_value	Monetary value of the deal
probability	Percentage likelihood of closing
milestone	Current pipeline stage
close_date	Expected close date
owner	Assigned sales rep
contacts	Linked contact records
created_time	Deal creation timestamp

Tasks

Key fields

Field	Description
id	Unique task identifier
subject	Task title or description
type	Task type (call, email, follow-up, etc.)
due	Due date and time
status	Open or completed
priority	Low, normal, or high
owner	Assigned team member

Tickets

Key fields

Field	Description
id	Unique ticket identifier
subject	Ticket title
status	Open, closed, resolved, etc.
priority	Urgency level
group	Support group assigned
assignee	Agent handling the ticket
requester_email	Email of the person who raised the ticket
created_time	Ticket creation timestamp
updated_time	Last update timestamp

Common field combinations

Here are some useful ways to combine fields across entities:

• Deal pipeline report — Deals name + milestone + expected_value + close_date + owner

• Contact engagement report — Contacts email + lead_score + tags + updated_time

• Support workload report — Tickets assignee + status + priority + created_time

• Campaign performance overview — Campaigns name + status + type + created_time

• Task completion tracking — Tasks subject + type + due + status + owner

Use cases by role

Sales teams

• Track open deals by stage and owner to spot pipeline gaps

• Monitor lead scores to prioritize outreach

• Report on deal close rates and average deal values over time

• Use milestones data to analyze how deals progress through the pipeline

Marketers

Support teams

Platform-specific notes

• AgileCRM uses Unix timestamps for created_time and updated_time fields — you may need to convert these in your destination tool

• Custom fields defined in your AgileCRM account will appear in the data but field names may vary depending on your configuration

• The Milestones entity returns pipeline stage definitions, not individual deal stages — use the milestone field in Deals for per-deal stage data

• Ticket filters returns saved filter configurations, not the tickets themselves — use the Tickets entity to get actual ticket records

• Lead score values are cumulative and reflect all scoring activity up to the time of the sync