Linking AgileCRM as a source
This source is currently in alpha. The interface and available tables may change.
The AgileCRM connector syncs your CRM data into the PostHog Data warehouse, so you can analyze your contacts, deals, and sales activity alongside your product data.
Prerequisites
You need an Agile CRM account with API access so you can generate an API key. You authenticate with the email address you log in with and that key.
Adding a data source
- In PostHog, go to the Sources tab of the data pipeline section.
- Click + New source and click Link next to this source.
- Enter your credentials (see Configuration below) and click Next.
- Select the tables you want to sync, choose a sync method and frequency, then click Import.
Once the syncs are complete, you can start querying this data in PostHog.
When linking AgileCRM, you'll need:
- Domain – the subdomain of your Agile CRM URL. For
https://acme.agilecrm.comthe domain isacme. - Email – the email address you use to log in to Agile CRM.
- API key – find it under Admin Settings → Developers & API in your Agile CRM account.
Sync modes
Each table can be synced in one of several modes, depending on what the source supports:
- Webhook (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
- Incremental – only new or updated rows are synced on each run, using a cursor field (such as an
updated_attimestamp). Cheaper than a full refresh, but deletes aren't captured. - Append only – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
- Full refresh – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.
See sync methods for a full explanation of how each mode works and how to choose between them.
All AgileCRM tables are full refresh only, since the API exposes no incremental sync filter.
Configuration
| Option | Type | Required |
|---|---|---|
Domain | text | Yes |
Email | Yes | |
API key | password | Yes |
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
contacts | People stored in Agile CRM (contacts of type PERSON), with their properties, tags and score. | Full refresh | — | — |
companies | Companies stored in Agile CRM (contacts of type COMPANY). | Full refresh | — | — |
deals | Deals (opportunities) tracked in the Agile CRM sales pipeline. | Full refresh | — | — |
tasks | Tasks created in Agile CRM and assigned to users or contacts. | Full refresh | — | — |
events | Calendar events scheduled in Agile CRM. | Full refresh | — | — |
Troubleshooting
- If you get an authorization error, your Agile CRM email or API key is invalid. Generate a new API key under Admin Settings → Developers & API, then reconnect.
- If you get a permission error, your Agile CRM account does not have access to this data. Check your API access settings, then reconnect.
If your sync is failing or data looks wrong, see the Data warehouse troubleshooting guide. If that doesn't help, contact support – we're happy to help.