SalesPartner
+ Agile CRM
Every conversation logged. Every appointment synced. Every status updated. Your Agile CRM stays current without lifting a finger.
Agile CRM
All-in-one CRM with sales and marketing
An affordable CRM combining sales, marketing, and service automation. Trusted by 15,000+ businesses for customer engagement.
Your CRM. Always Current.
SalesPartner handles the conversations. Agile CRM keeps the records. Every text, every call, every appointment—automatically logged to the right Contact. Your team sees the full picture without data entry.
Instant Sync
Activities appear in Agile CRM within seconds of happening.
Complete History
Every message, every response—the full conversation thread.
Team Visibility
Sales reps see all interactions before their calls.
All Plans Supported
Works with Free, Starter, Regular, and Enterprise plans.
What Gets Synced
Every meaningful interaction flows into Agile CRM automatically. No copy-paste. No forgotten updates.
Messages
Message Sent
Outbound SMS/chat logged with full content
Message Received
Inbound messages from leads captured
Message Delivered
Delivery confirmation recorded
Message Failed
Failed sends logged with error details
Appointments
Appointment Scheduled
New bookings create meeting tasks
Appointment Rescheduled
Time changes sync to existing task
Appointment Cancelled
Cancellations logged with reason
Appointment Completed
Completion status updated
Lead Status
Status Changed
Pipeline stage updates automatically
Qualification Complete
Qualification data syncs to tags and fields
How It Works
Connect Your Agile CRM
Simple API key setup
Go to Admin Settings → API & Analytics → API Key. Copy your key and domain to SalesPartner—connected in minutes.
Map Your Contacts
Link leads to Agile CRM records
New leads get matched to existing Agile CRM Contacts by email or phone. No duplicates. Clean data from day one.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds instantly, qualifies them, and books appointments. All while logging everything.
Agile CRM Updates
Activities appear in real-time
Every interaction creates a Note or Task on the Contact record. Full content, timestamps, and outcomes. Zero delay.
Team Takes Over
Reps have full context
Before every call, your team sees the entire conversation history. What the lead asked. What they care about. What was promised.
Why Connect SalesPartner to Agile CRM
Complete Audit Trail
Every conversation is documented. Compliance teams love it. Sales managers trust it. Nothing falls through the cracks.
Prepared Sales Calls
Reps know what the lead asked, what they care about, and what responses they got—before picking up the phone.
Accurate Reporting
Response times, conversion rates, channel performance—all in your existing Agile CRM reports and dashboards.
No Double Entry
Stop copying conversation notes into Agile CRM. Stop updating statuses manually. It just happens.
Free Plan Included
Agile CRM offers free accounts for up to 10 users with API access. Start integrating without extra costs.
Manager Visibility
See team activity across all channels in one place. Who responded fastest. Which conversations converted.
Built For Teams Like Yours
Home Services
Scenario:
Lead texts at 9pm asking about HVAC repair
Result:
SalesPartner qualifies them, books appointment for morning. Full conversation in Agile CRM before tech arrives.
Real Estate
Scenario:
Buyer inquires about listing via web chat
Result:
Budget, timeline, must-haves all captured. Agent sees complete profile before showing.
Healthcare
Scenario:
Patient asks about appointment availability
Result:
Scheduling handled automatically. Compliant notes logged to patient record.
Technical Specifications
API Version
Agile CRM REST API
Authentication
HTTP Basic (Email + API Key)
Sync Direction
One-way (SalesPartner → Agile CRM)
Sync Frequency
Real-time (< 5 seconds)
Supported Plans
Free, Starter, Regular, Enterprise
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
/dev/api/notesCreate contact notes/dev/api/tasksCreate tasks/dev/api/contactsUpdate contact fields