
Build dashboards, automate reports, and ask questions in plain English — all from your Agile CRM data, no complex infrastructure to maintain.
Want it to watch your Agile CRM data and act on its own? Meet the Agile CRM agent →
Agile CRM is a customer relationship management platform combining sales, marketing, and service. This connector syncs the platform's core CRM records — people, organizations, and the deals tied to them.
Individual people in the CRM, including names, emails, phone numbers, tags, and lifecycle attributes. Use for building person-level customer profiles, segmenting outreach, and tracking pipeline membership.
Organization records representing accounts and businesses associated with contacts. Use for account-level analytics, mapping contacts to firms, and territory or industry segmentation.
Sales opportunities with values, pipeline stages, and milestones. Use for revenue forecasting, win/loss analysis, sales-cycle measurement, and pipeline reporting.
Authenticate Agile CRM in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.
We pull every stream into your warehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.
SQL, dashboards, or ask Fi in plain English. Your Agile CRM data lives next to every other source — ready to join.
We'll set up a live sync and answer your first questions — on the call.
Build your own with the Definite SDK, or request it. Most go live in days.
Join Agile CRM with the rest of your data, then ask Fi questions across all of it.