Setting Up the Agile CRM Add-On

• Pre-Requisites
• Setup

Pre-Requisites

• Download and install the add-on
• An Agile CRM account

Setup

1. Log into your WordPress admin dashboard.
2. On the left side navigation menu, hover over Forms and click on Settings.
3. From this page, click the Agile CRM tab.
4. Enter your Account URL, Email Address, and API Key. These are obtained from Agile CRM. If you are unsure of how to obtain your API key, you may review our documentation on obtaining your Agile CRM API key.
5. To enable analytics, select the Enable Analytics Tracking checkbox. If selected, you will be prompted to enter your JavaScript API key. This key is located directly below your Agile CRM API key. If you need more information locating it, see our article on obtaining your Agile CRM API key.
6. Click Update Settings. If you’ve entered your account information correctly, you will be notified by a green check mark beside each box. If you do not see green check marks next to the credentials, please double check this information and try again.

Once you have entered your API key, you’re ready to begin creating a feed for the Agile CRM Add-On.