Articles on: Integration

How to Integrate Your Agile CRM Account with KrispCall?

Agile CRM is a customer relationship management platform with sales and marketing automation. KrispCall is an AI-powered communication platform with virtual phone numbers, calling, and SMS for business communication.


The Agile CRM and KrispCall integration lets you manage calls and messages alongside your customer records. You can call or text contacts directly from Agile CRM and keep their interaction details connected to the corresponding records.


In this guide, we will walk you through the steps to connect your Agile CRM account with KrispCall and configure the integration for your workflow.


Benefits of Integrating Agile CRM With KrispCall


1. Automatic activity logging

Automatically record all outbound and inbound calls, SMS logs, voicemails, and missed calls straight into Agile CRM contact records.


2. Complete customer context

Sales and support reps can view call history directly in Agile CRM. This gives every interaction full context without extra effort, so no one repeats questions or misses past conversations.


3. Faster follow-up

With call data synced in real time, reps can act on leads and support tickets immediately. No lag from waiting for someone to update the CRM manually.


4. Better team coordination

Since call records live in one shared system, any team member can pick up a conversation where it left off, reducing miscommunication and duplicate outreach.


5. Improved reporting and insights

Get a clearer picture of sales and support performance by combining call data with CRM records. Track call volume, outcomes, and rep activity without pulling data from two separate tools.


How to integrate your Agile CRM account with KrispCall

Step 1: Log in to your KrispCall account and go to Settings.


Step 2: Under APP SETTINGS, click Integrations, then select Marketplace.




Step 3: Among the different automation tools and CRMs, search for Agile CRM and click on it to go to the integration page.




Step 4: Click the Add to KrispCall button; this opens a pop-up window that asks for your Agile CRM Email, Domain, and API Key.



Step 5: To get your API Key, go to Add > Admin Settings > Developers & API. Copy the API Key.





Step 6: To get the Domain, go to the URL in Agile CRM and copy this section.



Step 7: Enter all the details in the pop-up above and click Submit.



Step 8: An integration success message will pop up, and Agile CRM will be shown in your Active Integrations section.



Install the KrispCall Chrome Dialer


Step 1: In the Chrome Web Store, search for KrispCall Chrome Dialer.


Step 2:  Click the Add to Chrome button.


Step 3: Click Add Extension to complete the installation.



Step 4: After installation, sign in to the Chrome Dialer with your KrispCall account.



Manage Member Integration Settings by the Admin/Owner

  1. Ensure members have integrated Agile CRM accounts.
  2. Admin/Owner can view member integrations and change members' account settings.
  3. Members cannot view admin/owner integrations.
  4. Members' settings changes don’t affect Admin/Owner’s settings.
  5. Admin/Owner setting changes don’t affect members' settings.




Integration Settings

After successfully integrating Agile CRM, you can enable and disable different settings. In the first step, users can either edit or delete the active integration.


To delete your active integration, click on Disconnect.






To edit the active integration, click on Settings. Different settings options will appear so you can make changes to meet your requirements.



General Settings

General Settings offers various settings options. All these options’ toggle buttons will be on by default.


  1. Create new contacts for calls: This button enables one-way contact sync when the toggle is on, i.e., contacts created in KrispCall sync to Agile CRM. If the toggle is off, contacts won’t sync.


  1. Contacts 2-way sync: This button enables 2-way contact sync when the toggle is on, i.e., contacts created in Agile CRM sync to KrispCall. If the toggle is off, contacts won’t sync. This button also helps with initial sync; if either KrispCall or Agile CRM has existing contacts, toggling this button syncs them to both sides.


  1. Notes logging: This option helps to sync notes to Agile CRM that are created/edited/deleted from the conversation box or during the call. Toggling off this button won’t sync notes to Agile CRM.



Workflow Settings

All the options under Workflow Settings are also toggled on by default. Users can later click different settings and change them as needed.


  1. Log outgoing answered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the outgoing answered calls will be synced to Agile CRM. With Disabled enabled, outgoing answered calls will not sync to Agile CRM.


  1. Log outgoing unanswered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the outgoing unanswered calls will be synced to Agile CRM. With Disabled enabled, outgoing unanswered calls will not sync to Agile CRM.


  1. Log incoming answered calls as Calls(Engagements)/Disabled: Enable Calls(Engagements) to sync incoming answered calls to Agile CRM. When you enable the setting as Disabled, incoming answered calls will not sync to Agile CRM.


  1. Log incoming unanswered calls as Calls(Engagements)/Disabled: Enabling the setting as Calls(Engagements) will sync incoming unanswered calls to Agile CRM. When you enable Disabled, incoming unanswered calls will not sync to Agile CRM.


  1. Log voicemail as Calls(Engagements)/Disabled: Enabling the setting as Calls(Engagements) will sync the voicemail log to Agile CRM. If you set the setting to Disabled, the voicemail log will not sync to Agile CRM.


  1. Log incoming SMS as Disabled/Notes: Enabling the setting as Notes will sync the incoming SMS to Agile CRM. However, it will not sync if the setting is disabled.   


  1. Log outgoing SMS as Disabled/Notes: Enabling this setting will sync outgoing SMS to Agile CRM. However, it will not sync if the setting is disabled.   


Connected Numbers

The Connected Numbers setting appears after Workflow Settings. Users can:


  1. Log phone calls for these numbers: The list of available numbers in the channel will be automatically selected when the integration is done for the first time.


  1. Log SMS for these phone numbers: In this option, the list of numbers available in the channel is selected by default during integration. This setting ensures the SMS log for the selected numbers syncs to Agile CRM.


If the user purchases a number after integration, they must manually add it to connected numbers.
Note: If no numbers are selected, call logs will not sync to Agile CRM.


Updated on: 02/11/2026

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