Freshworks Marketplace

Access your Agile CRM customer data within Freshservice to provide personalized customer service.

Free

Verified by Freshworks

By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.

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Overview

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How to install?

Privacy & Security

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Agile CRM app will enable you to view selected Agile CRM customer information within your Freshservice ticket page. - Required customer details can be imported directly from Agile CRM into Freshservice. - This gives your support team much better context about your customer when resolving tickets.

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1. To integrate Agile CRM with Freshservice, go to Admin > Apps > Get more Apps. Then locate the Agile CRM app in the app gallery and click on install. 2. Enter your Agile CRM - a. Domain name (ex: mycompanyname.agilecrm.com) b. User Name c. API Key (to get your API key, login to your Agile CRM account and navigate to Admin Settings > Developers & API > Rest API) 3. Select list of required Agile CRM fields from the drop-down 4. Click on ‘Install’ 5. Now, you can view your Agile CRM widget right below the ticket sidebar in the ticket details page. 6. Click on Agile CRM widget to view selected data fields.

The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.

What is End-User data?

Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.

Data Management and Storage

Does your app use AI or GenAI features?

Does your app comply with Freshworks AI powered features and Freddy AI terms?

Does your app collect / process any End-User data?

Does your app store any End-User data?

Does your app share End-User Data with any third party entities?

Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?

Can the End-User data be exported?

Can End-User data be accessed through your app logs?

Is the End-User data encrypted at rest?