With Tidio's integration with Agile CRM, you can create contacts from your conversations without leaving the Tidio panel.

 

In this article, you'll learn:

Silent walkthrough. Install Agile CRM with demo credentials, then save a demo contact from a conversation.

 

 

Integration process

 

Open your Tidio admin panel and navigate to the Integrations section in the left sidebar. Then, click on the Agile CRM tile.

 

The Integrations page with the Agile CRM tile visible

 

 

Once you've selected Agile CRM, click on Install Agile CRM.

The Agile CRM overview with the Install Agile CRM button

 


To complete the integration, you'll need three pieces of information: your Agile CRM login email, your Agile CRM subdomain and a REST API key.

 

The Agile CRM connection form with Email, Subdomain and API Key fields

 

 

Fill in Email, Subdomain:, and API Key:, and click the Add button. 

 

 

How integration with Agile CRM works

 

Once Tidio is integrated with Agile CRM, you can send the conversation transcript and the visitor's email to Agile CRM.

 

Make sure the contact has an email address in Tidio, or the integration action will be unavailable. During an active chat, you'll find a list of actions in the three-dots menu at the upper-right corner of the chat window. Choose Save in Agile CRM from the options available.

 

The conversation actions menu with Save in Agile CRM available

 

 

Select Save in Agile CRM to send the conversation transcript and the visitor's email to Agile CRM.

 

Before connecting, make sure your Agile CRM subdomain and API key are correct.

Further reading