Create Contact or Company
Create a person contact with optional tags and scoring, or a company, with common and tenant custom properties.
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Integrate Agile CRM
with your AI CRM
Agile CRM combines contact management, sales pipelines, marketing automation, tasks, campaigns, and customer support in one platform.
Explore Triggers and Actions
Create Deal
Create a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline.
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Delete Contact or Company
Permanently delete one person contact or company by numeric ID.
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Delete Deal
Permanently delete one deal by its numeric Agile CRM ID.
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Get Contact or Company
Get one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist.
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Get Deal
Get one deal by its numeric Agile CRM ID; return null when the deal does not exist.
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List Contacts
Return one creation-ordered page of person contacts, with a cursor for the next page when more contacts exist.
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List Deals
Return one creation-ordered page of deals, with a cursor for the next page when more deals exist.
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Update Contact or Company
Add or replace selected properties on one person contact or company without replacing properties that are not included.
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Update Deal
Partially update selected fields of an existing deal without replacing fields that are not supplied.
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How the Agile CRM integration works
The Agile CRM integration connects your Dench AI CRM directly to Agile CRM, so agents can read and act on your Agile CRM data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
10 actions are available for agents to invoke on your behalf. Every call runs through Agile CRM's own authorization, scoped to the account you connect.
Set up Agile CRM in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Agile CRM and click Connect — you'll authorize access through Agile CRM's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Agile CRM in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Agile CRM integration work with Dench?
The Dench Agile CRM integration connects your AI CRM to Agile CRM, so AI agents can work with your Agile CRM data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Agile CRM via Dench?
The Agile CRM integration currently exposes 10 actions, including Create Contact or Company, Create Deal, Delete Contact or Company, Delete Deal, Get Contact or Company, and Get Deal. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Agile CRM to Dench?
No. You connect Agile CRM from your Dench workspace using Agile CRM's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Agile CRM integration secure?
Connections are authorized through Agile CRM's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Agile CRM connection from your workspace settings at any time.