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AgileCRM Integration

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Show member details from AgileCRM corresponding to a call
Published by Primathon(about 5 years ago)
Free
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1
Version History
Version 1.0
Supported for
freshcaller iconFreshcaller Classic
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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OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
This app lets an agent view details of a calling customer from AgileCRM. Details can be member name, email, recent deal, recent deal amount etc. If the customer is not present in AgileCRM, it will allow you to add contact in AgileCRM from here itself.
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1. Your Freshcaller Subdomain : example- In www.xyz.freshcaller.com xyz is subdomain. 2. Your Agile Crm Email Address -Enter your email address registered with AgileCRM. 3. Agile CRM API key Steps :- 1. Agile CRM Installation a. On FreshCaller home page, click on the admin option in the sidebar. b. Click on the Apps option from the list. c. Click on the CRM, Sales & Marketing option and select Agile CRM. For Api Key :- a. Log into Agile CRM with your registered email address b. Go to admin settings c. Go to Developers & API section d. copy the Rest Api key.
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?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support
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