How to connect Agendor to Albato
IN THIS ARTICLE
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.
Select the app from the drop-down list or use the search bar.
Click the Add a connection button.
Set the name for your connection.
Enter your Access token.
How to get Access Token
Sign in to your Agendor account.
Open the Menu section and go to the Integrações tab.
Copy the token from the Token para usar a API do Agendor field.
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
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