Knowledge Base

Agile CRM Integration: Benefits & Limitations

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What It Deduplicates:

  • People
  • Companies

What It Moves Over During Merge:

  • Fields and Custom Fields
  • Tags
  • Notes
  • Tasks
  • File Uploads
  • Associations between Companies, People and Deals

Where It’s Limited:

Does not move over the following from non-master entities during merges:

  • Campaigns
  • Web Stats
  • Tickets
  • Mail

Does not merge Deals. The Agile CRM Deals API is not quite developed enough to handle re-assignments between items such as Notes, Tasks and such. We’ve decided not to handle Deal merging because of the many areas things can go wrong.