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AgileCRM Integration

Written by B3Networks Academy

Updated at June 7th, 2023

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  • OSS/BSS Answers
    Access Control Admin Audit B3Network Master Account Channel App Contract App Customer App Discount App Edge Server File Management Finance App Invoice App Number Management Payment Portal Settings Price List Product App Release V2 SMS Gateway Supplier App Support Center Support Hub Business Hub Sales Hub
  • App Model - Organization Management
    General Account Settings Payment and Credits Billing & Invoices Developer Tools Members & Teams Subscription Management Audit & Reports
  • App Model - Communication Apps Answers
    Bizphone BizPhone Desktop Application Bizphone Mobile Application Wallboard SIP Fax Global DNC File Explorer Virtual Line Call Recording Direct Line SMS Marketing
  • License Model - Organization Management
    General Account Settings Payment & Credits Audit & Reports Email Call Rules & Holidays Members & Teams Numbers Tab Billing & Invoices Organization Connect CPaaS - DNC Security Policy Security Groups Security Events Tab
  • License Model - CPaaS Solution Answers
    Phone System - Admin Guide Phone System - End-user Guide Mobile App Desktop App Web Phone Auto Attendant - Admin Guide Developer Hub - Admin Guide Microsoft Teams Operator Connect - Admin Guide Microsoft Teams Direct Routing - Admin Guide Contact Center - Supervisor Guide Contact Center - Agent Guide Omni-Channel SIP Trunk CPaaS - SIP Trunk Power SIP Trunk CPaaS Fax CPaaS Hotdesking Contact Campaign File Explorer Power Mobile App Files App
  • Telcoflow
  • Integrations Answers
    Freshdesk MS Teams - Bizphone NewRock
  • Updated Regulations
  • Ideas Portal
+ More

With this Integration, AgileCRM will generate a ticket whenever your Virtual Line has an incoming call.

  1. Select Integration tab
  2. AgileCRM
  3. Fill in the required information
  4. Save

 

Sub domain

  • It is the unique web address you chose when you were setting up the account. You can see it on your address bar when are logged in.
    • For example, your URL is https://b3networks.agilecrm.com, key in "b3networks".
 
 

 

Email address

  • The support email that is used to create ticket in AgileCRM.
 
 

 

API Key

  • Log in to Agile CRM.
  • In the top right corner, click the dropdown menu.
  • Select Admin Settings.
  • Under API Key, copy the REST API key.

Click HERE for detailed instruction.

 
 

 

Group ID

  • Log in to Agile CRM
  • In the top right corner, click the dropdown menu.
  • Select Admin Settings.
  • Navigate to Service -> Groups -> Select a Group and you'll see the Group ID in the address bar.
 
 

 

Select Status and Priority

  • The categories will apply for the calls to the Integrated Virtual Line number(s).
 
 
crm agile

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