Wait — do I need a separate “Agile CRM integration” in RevSquared?

No. RevSquared has one generic Zapier integration. You paste one Catch Hook URL into it and you're done on the RevSquared side. The Agile CRM part lives entirely inside the Zap you build in Zapier.

Do I need a Zapier or n8n account?

Yes. Zapier's free tier covers ~100 tasks/mo. n8n is open-source and free to self-host.

Can I update existing Agile contacts?

Yes — use Agile CRM's “Update Contact” action and dedupe by email or phone so repeat callers get enriched instead of duplicated.

What does the webhook payload look like?

Full call JSON: caller name, phone, email, transcript, AI summary, sentiment, outcome, captured custom fields, recording URL.

Can I customize what data goes where?

Yes — inside Zapier you map any field from the webhook payload to any Agile CRM field with point-and-click.

Home›Integrations›Agile CRM

Connected via Zapier · n8n

RevSquared + Agile CRM. Calls become contacts.

Every call your AI agent takes flows into Agile CRM with the full context: caller info, what they asked about, how they sounded, and what happened. Catch it in Zapier or n8n and route it however you want.

Start free trial See how it works

Webhook-based
Works with any Zapier or n8n flow
Full call payload
Setup in ~5 minutes

Connected via

Agile CRM

Webhooks by Zapier
n8n webhook node
Full JSON payload per call
Fires within seconds of call end

Common workflows

Build the Zaps your CRM needs.

One webhook out of RevSquared, then any number of Zaps that route it to Agile CRM.

New inbound call

Agile CRM contact

Caller info creates a contact with phone, email, and source tag set to “AI receptionist”.

Qualified lead

Create deal

High-intent calls open a deal in your pipeline with quoted value and stage pre-set.

Call summary ready

Add note to contact

The AI summary lands as a timestamped note so reps see what was discussed.

Booked appointment

Assign task to owner

Auto-create a follow-up task for the contact owner with appointment details.

How to connect

One webhook. Any Zap you want.

Connect Zapier once in RevSquared. From then on every call posts a full JSON payload.

01
Start a Zap with Catch Hook
In Zapier, create a new Zap. Pick “Webhooks by Zapier” → “Catch Hook”. Copy the webhook URL.
02
Paste it into RevSquared once
Open the Zapier integration in your RevSquared dashboard and paste the URL.
03
Fire a test call
Make a test call. Zapier receives the JSON and shows you the structure to map.
04
Add Agile CRM as the action
Add Agile CRM as the next step. Pick an action (Create Contact, Add Note, Create Deal). Map the fields and turn it on.

What you get

What you can build.

Auto-create contacts

Build a Zap that creates Agile CRM contacts from every call with name, phone, email pre-filled.

Open deals

Spin up deals in your pipeline when callers ask for quotes or pricing.

Drop call notes

Push the AI summary to the contact's note timeline automatically.

Trigger campaigns

Add callers to Agile email campaigns based on what they asked about.

Score leads

Bump lead scores for high-intent calls so sales sees them first.

Assign owners

Route new contacts to the right rep based on call topic or geography.

Why teams pick RevSquared for Agile

The honest way to wire RevSquared into your CRM.

1 hookup

Connect once

RevSquared has one Zapier integration. Paste one Catch Hook URL and every call posts to it forever.

Many Zaps

Route however

From that webhook, create a contact, open a deal, add a note, trigger a campaign — same payload, different actions.

Real-time

Not batched

The webhook fires seconds after the call ends. Your CRM reflects today's calls today.

Common questions

Everything else you'd want to know.

No. RevSquared has one generic Zapier integration. You paste one Catch Hook URL into it and you're done on the RevSquared side. The Agile CRM part lives entirely inside the Zap you build in Zapier.