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Integrating SailPoint with Agile CRM

Agile CRM is an all-in-one customer relationship management platform designed for small businesses, offering integrated tools for sales enablement, marketing automation, and customer service. It helps teams streamline workflows, manage contacts, automate campaigns, and deliver personalized customer experiences - all from a single cloud-based system. This document provides instructions to configure a new direct connection between SailPoint and Agile CRM. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Agile CRM connector supports the following:

Account Management

  • Aggregate Active Users

Entitlement Management

  • Aggregate Roles

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

Ensure the following prerequisites are met before proceeding with the configuration:

  • Before you configure the connector, obtain your API key from AgileCRM:

    1. Sign in to AgileCRM.
    2. Go to Admin Settings > API & Analytics > API Key.
    3. Copy the first API key (API Key for REST client).

  • For more information about authentication, see the AgileCRM REST API documentation.

    Note

    The linked document is not maintained by SailPoint and is subject to change without notice.

Required Permissions

The API user must have an Admin role. Admin users have access to all entities and permissions.

Note

AgileCRM does not provide API scopes or service accounts. Users must be owners or admins with rights over all permissions.