How to connect Agendor to Albato

How to connect Agendor to Albato
Agendor
·
11/29/2022
·
2 min. read

Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople.

Albato lets you connect your Agendor account with hundreds of the most popular apps - without a single line of code! You can automate your daily tasks and focus on what matters most.

How to connect Agendor to Albato

Open the Apps section, click the Add a connection button.

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Select the app from the drop-down list or use the search bar.

Click the Add a connection button.

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Set the name for your connection.

Enter your Access token.

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How to get Access Token

Sign in to your Agendor account.

Open the Menu section and go to the Integrações tab.

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Copy the token from the Token para usar a API do Agendor field.

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Paste this token into the Albato connection field.

Click the Continue button.

The connection is ready!

Integration options

Triggers

  • Deal Won
  • Deal Lost
  • Deal Stage Updated
  • Deal Created
  • Deal Updated
  • Organization Created
  • Organization Updated
  • Person Created
  • Person Updated
  • Task Created

Actions

  • Update Person
  • Find Person by filter
  • Create Person
  • Update Organization
  • Find Organization by filter
  • Create Organization
  • Create Deal for Organization
  • Create Deal for Person
  • Update Deal
  • Update Deal Status
  • Find Deal by filter

Agendor

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