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Agile CRM n8n integrationAutomate Agile CRM with n8n.

Your CRM should fill itself while you work on something else. The Agile CRM n8n integration puts the node's 15 operations, spread over three resources, into any workflow you build. No trigger node ships for this app, so a Schedule Trigger or a Webhook starts the run and the node does the writing.

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Why automate

What can the Agile CRM n8n integration do for your pipeline?

The Agile CRM node is the block that ships inside n8n and talks to the Agile CRM API on your behalf. It covers three resources, Company, Contact and Deal, with 15 operations in total: create, read one, read many, update and delete on each of them.

Save the credential once and any workflow can write into the CRM or read from it, without a line of code.

Start with the case everyone hits first, the inbound lead. A form submission, a webinar registration or a fresh row in Google Sheets reaches n8n, and Create a contact writes it into Agile CRM with a name, an email and a starting lead score. Nothing gets retyped, no tab stays open for later.

Second case, reporting. Get many deals returns the pipeline, with Return All switched on so n8n walks every page of the API instead of stopping at Limit. The workflow then adds up the expected values and posts a short summary to Slack on Monday morning, or drops it into the sheet finance already opens.

Third case, enrichment and follow-up. Get a company reads what the CRM holds, an external source fills the blanks, and Update a company writes the address and the phone back. The same shape serves outbound: Get many contacts builds the segment, SendGrid or Gmail sends, and Update a contact records the new score once the campaign is done.

The node covers 15 operations across Company, Contact and Deal. Anything outside that catalog belongs to the HTTP Request node, which reaches any endpoint of the Agile CRM API while reusing the very same credential through predefined authentication. So a workflow that needs something the node does not list still has a route.

One structural point to plan around: Agile CRM has no trigger node in n8n. Every workflow here starts somewhere else, with a Schedule Trigger running at a fixed interval, an n8n Webhook (a URL a third-party service calls when something happens on its side), or the trigger of another tool you already automate. If you are still weighing platforms, the n8n review goes through that trade-off, and the n8n training walks through building these workflows end to end.

Connect

How do you connect Agile CRM to n8n?

  1. 01

    Generate the REST API key

    Sign in to your Agile CRM account, open Admin Settings, then Developers & API. The REST API key screen holds the key n8n will use. Copy it, and pick up two more values while you are there: the Email Address registered with Agile CRM, and the subdomain your account answers on, the short prefix the documentation illustrates with n8n.

  2. 02

    Create the credential in n8n

    Open the Credentials menu in n8n and add an Agile CRM credential. A credential is the stored set of secrets n8n uses to sign its calls. This one is an API key credential and asks for three fields: Email Address, API Key and Subdomain. Paste the values from step one and save. Every Agile CRM node you add later picks it from a dropdown.

  3. 03

    Pick a resource and an operation

    Drop the Agile CRM node into a workflow, select the credential, then choose one of the three resources, Company, Contact or Deal, and one of the 15 operations. Fields marked required stop the execution when left empty, so fill them or map them. An expression such as {{ $json.email }} reuses a value produced by the node just before.

Actions

What every Agile CRM operation does in n8n

The Agile CRM node exposes 15 operations across 3 resources. For each one: the node as you configure it in n8n, the required fields, and our field notes.

Resources × operations matrix
ResourceCreateGetGet ManyUpdateDelete
Company✓✓✓✓✓
Contact✓✓✓✓✓
Deal✓✓✓✓✓

Company

5 operations
01

Create a company

company.create

What you see in n8n

Notes & use cases

This operation adds a company record to Agile CRM and gives back the created object, identifier included. Nothing is strictly required, so the shape of the record comes from what you pass in the optional collection of 8 fields.

Key parameters

  • Name: the company name, usually {{ $json.company }} taken from the form or the spreadsheet that started the run.
  • Website: the company websites collection, handy when the domain becomes your matching key later.
  • Star Value: a rating from 0 to 5 to flag the accounts worth a closer look.
Use cases
a signup form sends a work domain, the workflow creates the company once, and every later contact from that domain hangs off it.
02

Delete a company

company.delete

What you see in n8n

Notes & use cases

Removes one company from Agile CRM. The call targets a single record and touches nothing else, which is why it sits at the end of a deduplication branch rather than in the middle of a sync.

Key parameters

  • Company ID: the ID of the company to delete, not its name. Read it from a previous company.getAll step with {{ $json.id }}.
Use cases
two records for the same account slip in through different imports, a human picks the survivor, and this operation clears the other one.
03

Get a company

company.get

What you see in n8n

Notes & use cases

Fetches a single company and hands its stored fields to the next node, so the rest of the workflow can branch on what the CRM actually holds instead of guessing.

Key parameters

  • Company ID: the unique identifier for a particular company. A name or a domain will not resolve here, so look the ID up first.
Use cases
before an account review, the workflow reads the company, compares the stored values with what the product database says, and only then pings the account owner.
04

Get many companies

company.getAll

What you see in n8n

Notes & use cases

Returns companies as a list, which is the read to reach for when the workflow needs the book rather than one record.

Key parameters

  • Return All: on, n8n walks every page of the API until the list is complete; off, Limit caps how many companies come back.
  • Filter: none, manual to build conditions in the interface, or json to paste them.
  • Must Match: anyFilter widens the result, allFilters narrows it.
  • Simplify: returns a trimmed response instead of the raw payload.
Use cases
a weekly export pushes the company list to a spreadsheet so sales can sort accounts without opening the CRM.
05

Update a company

company.update

What you see in n8n

Notes & use cases

Writes new values onto a company that already exists. The optional collection carries 8 fields, from Phone to Custom Properties, and you send the ones the workflow actually knows.

Key parameters

  • Company ID: the unique identifier for a particular company, the anchor of the update.
  • Email: the company email, in the name@email.com shape the field suggests.
  • Tags: unique identifiers added to the company to keep the base manageable.
Use cases
an enrichment step returns a head office address and a switchboard number, and this operation puts both where the sales team will see them.

Contact

5 operations
06

Create a contact

contact.create

What you see in n8n

Notes & use cases

Builds a contact in Agile CRM out of whatever the previous node produced. As with companies, no field is mandatory, and the optional collection carries 12 of them.

Key parameters

  • First Name and Last Name: the contact name, typically {{ $json.first_name }} mapped from the form payload.
  • Email: the contact email collection, the field most workflows key on afterwards.
  • Lead Score: the score the contact starts at, so a demo request does not land level with a newsletter signup.
  • Title: the professional title, useful when routing to the right rep.
Use cases
a webinar registration arrives and the contact is created with its score and company name already filled.
07

Delete a contact

contact.delete

What you see in n8n

Notes & use cases

Erases one contact from the CRM. Single record, single call, which makes it easy to park behind an approval step instead of letting it run over a whole list.

Key parameters

  • Contact ID: the ID of the contact to delete. Resolve it first with contact.getAll, because an email address is not accepted in this field.
Use cases
a removal request lands in a shared inbox, the workflow finds the matching contact, waits for a human to confirm, then deletes it.
08

Get a contact

contact.get

What you see in n8n

Notes & use cases

Reads one contact and passes its fields down the workflow. Everything stored on the record travels with the item, so later steps work on real values rather than on what the trigger happened to carry.

Key parameters

  • Contact ID: the unique identifier for a particular contact, the only input this operation takes.
Use cases
an inbound reply carries a CRM ID, the workflow reads the contact, and a chat message tells the owner who is writing and what their lead score is.
09

Get many contacts

contact.getAll

What you see in n8n

Notes & use cases

Pulls a list of contacts with the same filtering toolkit as the company list. This is where a segment gets built without anyone opening the Agile CRM interface.

Key parameters

  • Return All: on, every page is fetched; off, Limit sets the maximum number of contacts returned.
  • Field and Condition Type: any searchable field compared with EQUALS, BEFORE, BETWEEN and the rest, against Value and Value 2.
  • Sort: orders the result before it reaches the next node.
Use cases
a monthly nurture run selects the contacts whose score crossed a threshold and hands them to an email node.
10

Update a contact

contact.update

What you see in n8n

Notes & use cases

Overwrites the values of a contact with what the workflow has just worked out. The 12 optional fields are the set used at creation, so the mapping stays identical between the create branch and the update branch.

Key parameters

  • Contact ID: the unique identifier for a particular contact.
  • Lead Score: the new score, often {{ $json.score }} coming from a scoring step upstream.
  • Company: the company name attached to the contact, worth refreshing when someone changes jobs.
Use cases
a product event raises the score of an active trial user, and the rep sees the new value before the next call.

Deal

5 operations
11

Create a deal

deal.create

What you see in n8n

Notes & use cases

Opens a deal in the pipeline. It is the one operation in the node with a real required set: 5 fields have to be filled or the execution stops there.

Key parameters

  • Name: the deal name, the label the sales team reads in the pipeline.
  • Close Date: the closing date, a dateTime value, so a date computed upstream fits straight in.
  • Expected Value and Probability: the expected value of the deal and the expected probability, both numbers.
  • Milestone: the milestone the deal enters at.
  • Contact IDs: optional, ties the deal to the contacts behind it.
Use cases
a signed quote opens the deal, amount from the quote, close date from the payment terms.
12

Delete a deal

deal.delete

What you see in n8n

Notes & use cases

Drops a deal from the pipeline. The place for it is a cleanup routine, when an opportunity was logged by mistake and the forecast should stop carrying it.

Key parameters

  • Deal ID: the ID of the deal to delete, taken from the creation step or from a deal.getAll lookup.
Use cases
two reps log the same opportunity on the same day, and a scheduled workflow removes the copy nobody has worked since.
13

Get a deal

deal.get

What you see in n8n

Notes & use cases

A single deal comes back with its current values, which is how a workflow checks where an opportunity stands before it acts on it.

Key parameters

  • Deal ID: the unique identifier for a particular deal, so keep the ID from the step that created or listed it.
Use cases
a reminder workflow reads the deal, compares its close date with today, and only then nudges the owner.
14

Get many deals

deal.getAll

What you see in n8n

Notes & use cases

Lists the deals in the pipeline. It takes two parameters, both about how much comes back, which makes it the plainest read in the node.

Key parameters

  • Return All: on, n8n pages through the API until every deal has been collected.
  • Limit: the maximum number of deals returned while Return All stays off, handy for a quick test run.
Use cases
a Monday workflow pulls the open pipeline, adds up the expected values, and posts the total to the sales channel before the weekly meeting.
15

Update a deal

deal.update

What you see in n8n

Notes & use cases

Changes the values of a deal already in the pipeline. The deal identifier is the only thing the operation demands, and 5 optional fields are available on top of it.

Key parameters

  • Deal ID: the ID of the deal to update.
  • Probability: the new expected probability, the field a forecast usually hangs on.
  • Expected Value: the revised amount, for instance {{ $json.amount }} after a renegotiation.
  • Custom Data: your own keys and values, for what the team tracks on top of the standard fields.
Use cases
after a call the rep fills a shared sheet, and the workflow pushes the new probability and amount into the deal.
Need help

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FAQ

Agile CRM and n8n, the questions that come next

01Is the Agile CRM n8n integration free?
Yes on the n8n side. The Agile CRM node ships with n8n, so there is nothing to install and nothing extra to pay for the connector itself. That holds on n8n Cloud, the hosted offer run by n8n, and on a self-hosted instance installed with Docker or npm under the Community Edition and its Sustainable Use licence. A workflow behaves the same way in both setups, so you can prototype on one and move it to the other without rewriting anything. What your Agile CRM account itself costs is a separate matter, and this page does not cover it.
02What credentials does the Agile CRM node need?
Three values, all from the same Agile CRM account. The credential type is an API key credential, and it asks for an Email Address registered with Agile CRM, a REST API Key, and your Agile CRM Subdomain, shown in the documentation with the example n8n. The API key lives in Admin Settings, under Developers and API, on the REST API key screen. You create the credential once in the n8n Credentials menu, and from then on every Agile CRM node in every workflow picks it from a dropdown, so there is no key to paste twice and no second place to update.
03What are the limits of the Agile CRM node in n8n?
It depends on what you ask of it. The node exposes 15 operations over three resources, Company, Contact and Deal. Anything outside that catalog goes through the HTTP Request node, which calls any endpoint of the Agile CRM API while reusing the same credential through predefined authentication. On the read side, watch Return All: left off, Limit caps how many records come back, which is fine for a test and wrong for an export. And identifiers matter. Delete a company, Get a contact and Update a deal all expect an ID, so plan a lookup step when your data only carries a name or an email.
04Does the Agile CRM node react in real time?
No, because there is no Agile CRM trigger node in n8n. A workflow that involves this CRM starts somewhere else: a Schedule Trigger that fires at a fixed interval, an n8n Webhook that a third-party service calls, or the trigger of another tool you already automate. A webhook here simply means a URL an external service calls when something happens on its side. The common pattern is a Schedule Trigger paired with Get many contacts or Get many deals, reading the list, comparing it with what the last run stored, and branching on the difference.
05n8n or Make for Agile CRM?
It depends on where you want the workflows to live. n8n can be self-hosted with Docker or npm, so the CRM records stay on infrastructure you control, and it also runs as n8n Cloud when managing a server is not the point. Make is hosted only, with no self-hosting option, and it bills per operation, which changes how you think about a loop that walks thousands of contacts or deals. Both give you a visual canvas and both connect to Agile CRM. Decide on hosting, data control, cost model, and how comfortable the team is writing expressions.